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

To: Bosco who wrote (2621)	1/18/2001 3:23:52 PM
From: slacker711	Read Replies (1) \| Respond to of 2882

Can someone explain this move to me? The numbers cuts were pretty dramatic $2.50 down to $2.00. I didnt hear anything in the CC that really provided much comfort (except that GM's would be constant). One of the explanations was that contract manufacturers were now a larger part of their customer base and that put them another step away from the customer....thus they were blindsided by the drop in orders. This type of explanation is not exactly comforting....it makes them sound disconnected from their business. Slacker