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

To: Kevin Riff who wrote (837)	2/28/1998 12:02:00 AM
From: Al Whitehead	Read Replies (1) \| Respond to of 2882

Hi After reading the annual report I called ADI to ask about the obvious omission of the mems products. I was told that the products are still in the development pipeline but had not contributed to earnings in the last year so emphasis was on income producing products. They are moving into a new facility that will be dedicated to the Mem type products. They do not feel they will be profitable with the mems until the facility designed for manufacturing mems is complete. Currently they are shipping a good volume of these devices but with a slight loss per device. It helps them gain market share while they get manuf. under control. My impression was that they expect the mems devices to start contributing to profits latter part of this year. Regards AW

To: Kevin Riff who wrote (837)	2/28/1998 9:55:00 AM
From: grayfish	Respond to of 2882

Re MEMS stocks.......check out IRSN ,BEIQ,amd PTIS. Jack

To: Kevin Riff who wrote (837)	3/2/1998 12:30:00 AM
From: Sword	Respond to of 2882

Also, Texas Instruments manufactures a "micro-mirror" projector which is a sophisticated MEMS device; literally thousands of little mirrors on a chip that are rotated individually to reflect light onto a screen. -Jerry

To: Kevin Riff who wrote (837)	3/2/1998 6:37:00 PM
From: Meghan Richards	Respond to of 2882

Didn't Motorola recently drop MEMS? With Analog selling each part at a loss, it's only a matter of time before they follow suit. Look for Analog to either increase the asking price, sell their MEMS division, or close it.

To: Kevin Riff who wrote (837)	3/4/1998 4:20:00 PM
From: Dave Chanoux	Read Replies (1) \| Respond to of 2882

Regarding surface micromachining in the Analog annual report: It is in there but not meant to be seen. It is mentioned in the notes, note 8, under litigation, page 25, paragraph 2. This note refers to patent litigation wherein a French company has claimed that the Analog accelerometer infringes on a French patent. This is the third annual report which has listed this litigation, but for the first time, it reports that French courts have upheld the competing patent and Analog will no longer be able to manufacture or sell the product in France (unless the decision is reversed). The note implies to me that similar litigation is underway in the US as well. While this does not at all mean that surface micromachining is dead, it may shed some light on why the spotlight has been turned off. Gotta read these reports all the way through!! Regards, Dave Chanoux