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

To: Bob Trocchi who wrote (2597)	1/11/2001 10:55:20 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2882

Without too much additional snooping around, IMHO, ADI just has a much broader product portfolio to offer than the weaker players. I believe Fishman likes to point out that a large percent of ADI sales comes from products that are new or less than a year old. This means they are delivering on R&D dollars with products that fit nicely into products. Bottom line for designers is the performance of the part, with price also being a factor (not necessarily in the biz I work in). While not exclusively an ADI issue, many parts that are sole sourced by them have performance features that are unique and desirable in new designs. LTI also has good products, but a Oshi points out, they are smaller in terms of revenue. Maxim is also a performance leader (not mentioned). They have many, many sole source products and had lots of problems delivering them when supplies were tight. ( I should note from my buying experience, that ADI has also been capacity limited). NSM also has a broad product line, but I am not too familiar with where they generate most of their profits. FCS, I though, was mostly digital products. I guess I am not familiar with their analog stuff. ISIL has some very good analog designs and components. They are also working to eliminate the IF stage in RF applications, just like the Othello does. Jim