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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth R. Moss who wrote (5811)	6/10/1998 8:56:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Ken, I noticed that you were looking at ADSP for the short term. I think that the play may be for next year. The Co. has shifted strategy and gone for lower margin modem products. They have red ink and are not expected to earn $$$$$$ until next year. There is also selling by insiders and share dilution that goes with the 2 STRONG BUYS. I took a quick look Ken, and I noticed some wording on their financing that mention a possible joint venture with TI. Do you know anything about that ? A joint venture with TI is a potential homerun for ADSP but otherwise, I don't see this stock as a short term play right now. Sergio