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

To: Jim Oravetz who wrote (2419)	11/13/2000 2:44:21 PM
From: BostonView	Respond to of 2882

Here's the "local" spin on the Siemens deal: Nov. 13 (The Boston Globe/KRTBN)--Analog Devices Inc., the Norwood computer chip giant, is set to announce what it calls a major deal today to sell a package of microprocessors that German conglomerate Siemens AG will use in its top-selling line of wireless phones. Terms are not being disclosed, but while Analog is on track to report gross revenues well over $2 billion this year, company president Jerald G. Fishman said that "even at our size, this is a tremendous revenue source for ADI." Fishman expressed confidence the deal with Siemens, a German version of General Electric with operations in telecommunications, industrial, and medical devices, could widen market acceptance of its chipsets for cell phones. "This customer alone is very significant, but the significance goes well beyond just this product and just this customer," Fishman said. Siemens has agreed to use an Analog package of chips, about half the size of a business card, in its new GSM mode phones, the most popular operating system in Europe and most non-US cell phone markets. Siemens ranks third behind Nokia and Motorola in the fast-growing European cell phone market. Among other advantages, the SoftFone and Othello brand devices reduce power consumption so phones can operate on standby mode for up to 1,000 hours, allowing users to go a full month without recharging them. Analog is set to announce quarterly earnings this week. In August, it said its fiscal third-quarter revenues hit $701 million, 85 percent above the same period a year earlier and 21 percent over the previous quarter, as earnings per share tripled from a year ago. By Peter J. Howe --snip-- BV

To: Jim Oravetz who wrote (2419)	11/13/2000 4:42:23 PM
From: Jim Oravetz	Respond to of 2882

Semi-OT: Some "Last Mile" product numbers embeded in TI PR. ...TI's announcement came just days after the Federal Communications Commission released figures on high-speed Internet access in the United States. Information filed by qualifying providers, which includes data as of June 30, indicates that the number of high-speed lines linking homes and small businesses to the Internet rose by 57 percent during the first half of 2000. They now total 4.3 million lines (or wireless channels), up from 2.8 million at the end of 1999. About 2.8 million of these lines provided speeds of better than 200 Kbits/second in both directions, compared with 2 million at the end of last year. Of these services, asymmetric digital subscriber lines increased by 157 percent, to almost 1 million lines, against about 370,000 lines by the end of 1999. In comparison, lines over cable systems grew 59 percent to about 2.2 million, compared with 1.4 million last year. It is the cable-modem market, which has mushroomed since June that TI is aiming for.snip<> TI Unleashes Voice-Capable Modem By Patrick Mannion, EE Times Nov 9, 2000 (7:16 AM) URL: techweb.com Jim