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To: Ann Janssen who wrote (16840)	1/29/1998 12:06:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 27012

Ann, >> "If this is the goody-two-shoes thread, I better get off now. I definatley don't belong here." I guess I'd better leave this one alone also. <g> Ann, are you the one that was inquiring about ADI recently, and I said they had a great rep. but I didn't understand analog like I do digital, so I don't buy it? Good words stated about ADI in this article (maybe I should reconsider). The whole article: Message 3286716 an excerpt: Analog Chips Enable Digital Revolution Analyst Douglas Lee, who covers analog and discrete devices, noted that while digital semiconductors, such as microprocessors, get all the attention, it is analog chips, such as signal converters and power management devices, that do the less glamorous work behind the digital revolution. For instance, he pointed out that a "digital" cellular phone is actually comprised of 60% analog components, such as power amplifiers and filters. The market for analog devices is approximately $20 billion and is growing at a compound annual growth rate of 17% annually, he estimated. Analog devices "have the most stable growth profile of all the semiconductor sectors," Lee said. Lee asserted that stocks of analog device companies are "an essential play" for semiconductor investors due to the sector's favorable attributes: high barriers to entry; relatively low capital requirements; diversification among customers, markets and products; long product life cycles; and many high-performance pro! duct niches. With many investors aware of these factors, stocks of analog device companies have already seen strong price appreciation. Among those still sporting attractive valuations are Semtech, a leader in analog microprocessor power management. Lee also favors Aavid Thermal Technologies(1), a major provider of thermal management solutions who he believes will be a derivative beneficiary of increasing power consumption trends. Makers of Communications Components Have a License to Kill Analyst Clark Westmont highlighted opportunities in the communications component industry for investors. The industry, which supplies semiconductors used in wireless communications as well as local-area and wide-area networks, enjoys high barriers to entry but is not a capital-intensive industry. Furthermore, once customers have designed their products, it is costly for them to switch suppliers, giving the industry pricing leverage and providing greater certainty to revenues. The $8.3 billion wireless chip industry is forecast to grow at a compound annual rate of 17% through 2001, while the market for networking chips is expected to grow 11% per year during the same time period, Westmont said. Westmont's stock selections include PMC-Sierra(1), Level One Communications(1), Applied Micro Circuits(1) and Analog Devices(1). NationsBanc Montgomery Securities LLC (NMS), a subsidiary of NationsBank Corporation, is a full-service investment bank and brokerage firm with approximatel! y $800 million of regulatory capital. I'm having a great day so far, but when you posted I was just getting dressed! Tony