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Analog Devices, Inc. Message Board

  • chipsarethegame chipsarethegame Aug 18, 2009 6:58 PM Flag

    time for ADI to hit $30

    forget after hours. Beat last qtr and will beat next qtr. Strong and getting stronger

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    • In Q3 the product mix shifted from I/Com (higher GM) towards Consumers (lower GM) ... resulting in an overall lower GM of 54.1%.

      Shutting down of Cambridge facility and the 6-inch line in Ireland would result in substantial savings in terms of capital spending and subsequent depreciation. But it will take at least another year before these savings are reflected in the books.

      If these savings are realized, and the product mix returns to the historical trends, and the revenues pick up some, the company may see a pickup in earnings. Although this would take some time and patience ...

      • 1 Reply to shaw963
      • It would serve you well to keep in mind that ADI unloaded some $200M in "unprofitable" rev. (handest chipsets and CPU controllers), those were high growth areas, now that most of its rev. is in slower growth areas and supposedly higher margins. All we have seen so far is slower growth and ave. GM. It appears that ADI cost structure is not competitive or the myth of "high end".... is invalid. In either case, what you have a a slow growth co. with ave GM. so you be the judge. This will only move with the tide!!

    • But why did the after-hours trading take such a sharp drop?

    • LOL!... Play the game... down after hours, probably down early in the AM (maybe not, depends on how long the street will risk playing with weak hands to get their shares), then watch for the whiplash action into the $30's once the weak hands are shaken out...

      I'm averaged at $22 and added more before the closing bell. Now it's time to sit back and enjoy the show.

      ADI has some good action ahead of it. Smart money is in and ignores the shakeouts.

      See ya at the next level up...

52.11-0.06(-0.11%)9:42 AMEDT

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