Analog Devices, Inc. (NASDAQ:ADI)

jml5281 (< 20) Submitted: 4/13/2007 4:28:03 PM : Start Price: $31.46 ADI Score: +19.28

good technology in their field

Ganndalf (70.18) Submitted: 4/11/2007 10:38:33 AM : Start Price: $30.58 ADI Score: +17.17

Not a typical Rec. for me, but I think they'll beat the S&P.

Forward P.E. of 19 with a long-term growth rate of 20% seems to be a fair deal.

ADI is a cash king. http://www.fool.com/investing/general/2007/02/26/3-more-kings-of-cash.aspx

Strong consensus among Street Pros and All-stars that they will outperform.

Creekdoc (79.61) Submitted: 4/10/2007 7:35:11 PM : Start Price: $31.70 ADI Score: +17.73

Estimated sticker $64 - margin of safety (50%) at $32

cashcow3121 (86.58) Submitted: 3/27/2007 6:37:54 PM : Start Price: $30.52 ADI Score: +20.32

ANALOG DEVICES is a stalwart company with even greater potential for monster growth.

garymonson (< 20) Submitted: 3/2/2007 4:32:48 AM : Start Price: $31.16 ADI Score: +16.03

Growth in electronic ICs

toothdr2347 (84.19) Submitted: 2/25/2007 8:42:13 PM : Start Price: $31.45 ADI Score: +18.91

Intelligent, high-quality products and R&D.

rkrieger7 (< 20) Submitted: 2/23/2007 1:12:53 PM : Start Price: $31.79 ADI Score: -17.27

Very unfriendly to shareholders. Just look at the option overhang

NetscribeSemiCdr (50.63) Submitted: 2/7/2007 1:25:06 AM : Start Price: $28.45 ADI Score: +30.61

Analog Devices is a world leader in the design, manufacture and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits, used in signal processing for industrial, communication, computer and consumer applications. The company’s signal processing technology is a critical element of high-speed communications, digital entertainment, and other consumer, computer and industrial applications.

Analog Devices is the market leader in data converters and amplifiers, which together represents round 40% of the high-performance analog chip market. The company’s competitive advantage can be derived from the company's strong product portfolio and continued demand for analog chips in the diverse sectors in which the company serves. Along with this, the launch of Vista operating system and a major upgrade in Microsoft Office at the start of 2007 is expected to spark a multi-layer expansion in computer market, directly boosting the company’s PC business.

The company reported an 8% growth in the revenues for the fiscal year 2006. The revenues are driven by its analog product revenues, which comprise 81% of its total revenues and have grown at a compounded rate of 12% per year for the past three years. The company has a history of strong double-digit operating margins, with last year’s being just under 25%, a way above the industry’s average of around 7%. Operating cash flows have been positive even during recent downturns, and free cash flows averaged 20% of sales over the last five years. Additionally with $2.16 billion in cash and a little debt, the company is in a solid financial position.

The Semiconductor Industries Association has predicted a 10% overall global demand growth in 2007 for semiconductor devices. Semiconductor demand in the US is projected to grow 5.6% per year to $94.5 billion by 2010 and computer segment being the leading market for them, with demand rising 5.9% annually to $46.7 billion. Moreover the Integrated circuits are expected to grow at a rate of 5.8% per year to $92 billion by 2010. Analog Devices with its dominant market position is expected to cash the benefits of these rising demand in the coming future.

pillip (< 20) Submitted: 1/29/2007 12:27:50 PM : Start Price: $28.45 ADI Score: +28.73

Strong presence in game consoles and vertical markets. Has good MEMs technology. Also strong presence in China handset market. Has had a slow start in power management but management is adddressing this issue. Lots of promising technolgy. Undervalued.

mozzer19752000 (36.87) Submitted: 1/19/2007 10:21:17 AM : Start Price: $28.21 ADI Score: +29.94

Good cash flow, low P/E ratio, strong position in markets

nekborr (< 20) Submitted: 12/14/2006 11:03:04 PM : Start Price: $28.11 ADI Score: -30.59

Excessive executive compensation.

rwmiller83 (96.14) Submitted: 11/29/2006 3:56:32 PM : Start Price: $27.74 ADI Score: +30.89

Analog Devices builds the sensor in the controller of Nintendo's new Wii console. They are also an industry leader in semiconductors.

earlyride1 (59.96) Submitted: 10/15/2006 6:37:51 PM : Start Price: $26.49 ADI Score: +33.91

The company is making power management an area of focus. Returning lots of cash to shareholders in stock buy-backs.

reinhs (54.63) Submitted: 9/22/2006 3:50:10 PM : Start Price: $25.93 ADI Score: +32.57

ADI is a great company with fantastic products. They have very smart people working for them. I'm not into buyouts, but with all the current talk in semiconductors, I think ADI is a prime target. They make great profits and margins with one hitch... The expensive DSP group tends to drag down the more profitable analog group. This is an ideal buyout situation where you buy the company, sell off the DSP group, and keep the money maker. Their DSPs are great by the way, it just costs a lot more to develop them, they cost more to fab, and they are the underdog agaist TI in the arena, which is stiff competition. They are top notch in the analog world. 2% dividend, great company... I'd own them either way, but with the addition of being an ideal buyout target it sweetens the deal.

evanmacdonald (35.05) Submitted: 9/19/2006 7:10:33 PM : Start Price: $26.15 ADI Score: +31.62

Company has 61% of total assets as cash, has an attractive P/E ratio under 24, and even pays a dividend of 2%!

gdgehr (< 20) Submitted: 9/2/2006 6:14:49 PM : Start Price: $25.98 ADI Score: +32.21

excellent quality and increasing demand