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

To: Scrapps who wrote (2663)	2/16/2001 7:50:05 AM
From: Jim Oravetz	Read Replies (2) \| Respond to of 2882

With everyone else in the same slowdown period, it seems that this slight Q-Q decrease in revenues was exceptable to most investors (given the nada market reaction to the CC). The Y-Y numbers were good and the project forward, if it holds up, also looks good. This section of the link you provided is a little bothersome to me: "Digital signal processor sales fell 18 percent sequentially, because of cancellations and inventory adjustments from customers in North America and southeast Asia, Fishman said." Maybe I'm just not seeing the forest for the trees here, but DSP is still rising at an amazing rate. Real Time Control magazine (rtcmagizine.com) just had the feature article on DSP's in the Jan '01 issue. Headline: DSP Keeps Growing in Options, Power and Tools. 18% drop sounds like some double booking of part orders by OEM's who promptly cancelled the "overorder" once the end products started building up in the sales channels. Note: Mark Gill of ADI had a RTC feature article on pg 48, Technology Transitions. "Converging DSP and Microcontroller Architectures", taking about the new Intel/ADI processors and all the key benefits. Not available on-line for now. I have seen the sudden availability of parts. I was looking to use an ADI OP AMP (OP262GS) in a design, but was previously looking at 16wk lead times for 100 pcs. Now the part is available for order on the ADI web site, del in a few weeks. Jim