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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (59769)	11/13/2000 12:32:14 PM
From: KM	Read Replies (1) \| Respond to of 63513

They got a new contract of some sort plus earnings are tomorrow and the shorts are covering. Their report last quarter was stellar with a great forward outlook and I wouldn't be surprised to hear more of same tomorrow. P.S. Three others I'd expect to bounce well are EXDS, CTXS and RMBS.

To: Poet who wrote (59769)	11/13/2000 1:57:06 PM
From: Junkyardawg	Read Replies (1) \| Respond to of 63513

I still have some ADI. The deal announced with Siemens this morning is supposed to be a huge deal. In the last CC ADI's CEO said that this deal will add 75+ million in revenue in the next quarter. I don't know if he means this coming quarter or the next. My guess is that it will be next quarter. The details of the deal have not been announced yet but I am pretty sure they will give the details in the CC tomorrow after the earnings. Rumors I hear is that this deal could add as much as 25% to 75% in ADI's revenues next year. In short....this is a huge deal. dawg