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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (2389)	11/7/2000 5:12:28 PM
From: BostonView	Read Replies (1) \| Respond to of 2882

NEW YORK, NY -- (INTERNET WIRE) -- 11/07/00 -- Todd Krieg, and Matt D'Attilio, respectively Lead Manager and co-Manager of the Firstar Special Growth Fund at Firstar Investment Research & Management Company (FIRMCO), examine portfolio management strategies in this timely and deeply informative 7,000-word interview from The Wall Street Transcript (212-952-7433) or www.twst.com/info/info207.htm. In a valuable review of investing strategies, Todd Krieg and Matt D'Attilio explain their approach to managing money and offer specific stock recommendations. Krieg reports, "Matt and I then make sure that we spend a lot of time understanding not just the fundamentals of the company, but the fundamentals of the sectors that they're in. Earlier this year we spent a lot of time in the utilities sector, because it was a big sector in our index, to understand whether we thought there was growth potential in the stock prices there. We came to the conclusion, with the help of our utility analyst, that there was a specific niche in the utility sector that we thought had really good growth potential. So we significantly overweighted the independent power producer area, and bought a number of stocks." D'Attilio comments on Analog Devices (NYSE ADI), "Analog Devices obviously is a big player in the DSP space. They picked up some share from almost every DSP player, and they're winning business from Texas Instruments, which has been the classic commodity DSP provider for the last five to 10 years. Analog has a very solid technology and they've had a lot of design wins. They are also in almost every piece of the pie you can be in." --snip-- quote.bloomberg.com BV