there is a good chance it will. They are sitting an an large amt. of cash, and Roach shows a willingness to make some acquisitions that make sense.
Also, is there any way to keep these couple of clowns off this site so we can exchange views on ADI?
You need to be aware of the fact that the balance of '13 is driven by the consumer space, and a weaker industrial space (fewer build days), so a Co. like ADI is at a disadvantage, so... I would not hold any hope, unless the whole sector moves up.
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.
I don't expect much of change, they are on track for midpoint of guidance. Now with Fishman gone, what do they do with all that cash? no apparent acquisition candidates that would help the bottom line and just sit on it is not helpful either.so.....
Appears there are a couple of clowns who use this board to" get themselves paged in the cafeteria" their "noise" deserves nothing more than the "ignore" button. I don't know how to get them to stop and go to their own site.
Yes, earnings were good, they are sitting on a pile of cash.... but, here are some issues to be concerned with over the long term: given that some 66% of rev is in Indu. and Auto, these are relatively low growth areas, so you can't expect any growth above industry levels, the other is the GM it is now at 64%, and based on history, nowhere to go. Compare that to MXIM, who has the same GM but better prospects for growth, or LLTC who has far better GM and the same growth prospects. So in the long term ADI is between the rock and a hard place.
It may be a "grave yard", but it is an ADI board. Why don't you and your friends respect that! go find yourself a chat room or establish a separate site for your non ADI conversation. It only be commom courtesy the rest.
It seems this board has been "hi-jacked" by a few "xxxxxx" who like to have themselves paged in the cafeteria. This was a viable board with viable inputs/data/opinions. It is a pity that Yahoo allows this to take place. ADI may well be a buy and hold, nevertheless, there is a need for a board. I for one wish these clowns found themselves some other method to communicate rather than this board.
Why don't you try and keep this board as an ADI board rather than a personal chat room, you might get some ADI followers back who will post valid data and opinions here and you might learn and contribute something. You are destroying this board with your chatter!
not if you consider the amount of cash they are sitting on + the continued ability to generate cash
It doesn't really matter, a couple of "investors"/clowns are using this board as a chat room on anything but ADI, There is no ADI board any longer, too bad, it used to be a good one.
Could not agree with you more, appears that some folks don't understand the concept of a specific Co. board, so they use it as a soap box. a couple of yrs ago, this was a very viable board and good info was exchanged till these "investors" got involved.
The electronic retailers had a "better than expected" Xmas, given the low inv. levels at both the retailers, and the OEM's it will most likely drive a better than seasonal 1Q. couples with the amount of cash ADI is sitting on, it drives this rise.
I guess I shouldn't be surprised at your reply. This is an ADI board, not general education seminar, you want to be an educated investor? there are many better places that you can do that, not here. This is an ADI board, pls try and respect that.