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: Tom Caruthers who wrote (868)	3/21/1998 7:07:00 PM
From: Ernie Kelley	Read Replies (1) \| Respond to of 2882

More MEMS info: A longer article on ADI and MEMS appeared in March 16th's Electronic Eng Times. techweb.com A interesting section is near the end which has quotes from Jim Doscher, ADI's marketing-manager. In addition to its $10 million investment in MEMS research, Analog Devices invested more than $50 million to equip a former Polaroid R&D fabrication facility in Cambridge to produce micromachines. ADI believes it will recoup its investment in a very short time. "MEMS will be a significant part of ADI's revenues within five years," said Doscher. If it happens, this will be no small feat, since ADI revenue growth-already at $1.3 billion-shows no sign of slowing down. But $200 million in MEMS-10 percent of projected 2002 revenues for ADI-is not unreasonable, said Doscher, especially with the potential for selling these devices for consumer applications. "Micromachining is a 'disruptive technology,' " said Doscher. "It changes the rules of the game. Who knows what kinds of applications it will lead to?" Sounds good to me, Ernie Kelley