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

To: Rob C. who wrote (1131)	11/4/1998 12:48:00 AM
From: Tom Caruthers	Read Replies (1) \| Respond to of 2882

Robert, Excellent find...Thanks :) Tom

To: Rob C. who wrote (1131)	11/4/1998 7:57:00 AM
From: BostonView	Respond to of 2882

This helps explain Drew's table-pounding endorsement of ADI on two separate appearances on CNBC last month (before this report was issued). It's clear that, tacitly at least, Cowen likes ADI's DSP "vertical integration" approach better than TXN's "horizontal" orientation. Thanks for the report. BV