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

To: Jim Oravetz who wrote (2495)	11/21/2000 1:38:00 PM
From: BostonView	Respond to of 2882

Mapfre's Nielsen on Phone-Equipment, Chip Stocks On chip stocks: ``Chip shares are very much influenced by what happens in the U.S., where the market is very PC-centric. PCs are still a big chunk of their market, and demand there is slowing, but it's also becoming a smaller chunk of the market. ``There's a lot of bad news already discounted in the price. There's still very good growth and demand, and once people get over the fact that next year won't see a repeat of 2000's exponential growth, things don't look too bad. We'd settle for a growth rate of about 30 percent. `There's very good growth and demand for the chips used in consumer goods, like mobile phones and DVDs.'' Nielsen said he likes STMicroelectronics NV and Analog Devices Inc., which both ``had good results and are improving market share.'' quote.bloomberg.com BV