Do you guys realize that on the Market Cap Level, ADI is now almost overly valued and almost have the
same market cap as Broadcom??? But Broadcom is a better company in term of both Analog Technology
as well as Products for consumer market.
you need to bear in mind that ADI does not really address the consumer mkt (only the high end - which is much smaller). ADI tends to be more IND. centric, and therefore relegated to a lower growth, but at a higher GM. this is a fundamental diff. between these 2 co's.