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

To: Jim Oravetz who wrote (2433)	11/14/2000 1:31:56 PM
From: BostonView	Respond to of 2882

Jim, here's more on the Chase Strong Buy reiteration: Analog Devices (ADI) $48 - $18.4B mkt cap: Inventory fears lead to irrational selling; Reiterate STRONG BUY. · ADI stock down 50% since September due primarily to inventory fears · Market is overlooking ADI's primary weapon against inventory "blindsides" - diversification · ADI has no 5% customers, and its largest single end-market (xDSL) is less than 12% of sales · While macro uncertainty clouds the semiconductor sector, current valuations (now 20x CY01E, 0.6 PEG) offer outstanding risk/reward · We believe ADI's financial model remains conservative (for both Jan-01E qtr and CY01E) · Announcement of Siemens as handset baseband and RF (Othello) customer significant positive BV