Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SteveG who wrote (728)	12/4/1997 11:01:00 AM
From: Dave Chanoux	Read Replies (1) \| Respond to of 2882

Steve, Thanks for the quick post. The 3 Com business is very significant in my opinion for these reasons: 1. First big buyer to validate the integrated mixed signal concept. 2. Analog has the skills to do this well and are ahead of others. 3. Substantial cost reduction and advantage. The two fax modems I use have 7 chips (2 Analog's) and 5 chips (No Analog's). In the long term, cost is related to chip count. I would expect more custom communications products to follow. Regards, Dave Chanoux

To: SteveG who wrote (728)	12/4/1997 11:26:00 AM
From: SteveG	Respond to of 2882

<A> Analog Devices CEO -4: Notes Difficult First Half Of '97 Analog Devices' Fishman said the company's goal for fiscal 1998 revenue growth is 25%. In fiscal 1997, ended last month, revenue grew 4% to $1.24 billion, from $1.19 billion the previous year. Fishman said it is significant that semiconductor companies gained any type of growth in the difficult 1997 period over the 1996 boom year. "In the early half of 1997, things were pretty poor as the channels filled with inventory and demand slackened," he explained.