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To: maceng2 who wrote (37003)11/13/2000 5:57:26 PM
From: oldirtybastard  Read Replies (1) | Respond to of 436258
 
I think that the market has ADI's fundamentals wrong, or rather more wrong than any other in the sector...we'll find out tomorrow in their cc, but it is one of my few hedges against my shorts and I have a bunch of Nov. 45, 50 calls, shares of underlying, and puts...ready for anything but up big would be best -g- By my calculations, ADI is cheaper than INTC with much better growth prospects.



To: maceng2 who wrote (37003)11/14/2000 5:55:17 PM
From: oldirtybastard  Read Replies (3) | Respond to of 436258
 
ADI- looks like they nailed this q and raised guidance for 2001, 62 after hours <VBG>