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tirlapur
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Supply Network Guru
Re : Analog Devices on a Hot Streak
tirlapur   2/21/2011 10:28:15 PM
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Its quite encouraging to see Semiconductor companies coming out with strong quarterly numbers.

Zinsner says "We have built up a a pretty significant team in China and that's helping us to get design wins" - what does this exactly means. Does it mean chinese factor gives extra confidence to the customers ?

Toms
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Blogger
Re: Re : Analog Devices on a Hot Streak
Toms   2/22/2011 1:38:53 AM
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   Barbara, good and informative interview. Finally Zinsner is also realized that, they cannot pull much of their products in Chinese market.  Chinese government policy is like that, they invite all companies as a part of global investment with red carpet and other single window system etc, but they never entertain to sell those products in Chinese market. They want to promote much Chinese local products. Now a day almost all companies are thinking about, moving their foot print to Northern America states, in order to grab the advantage of GDP growth in N. American states. Zinsner can also think in similar directions.

    Happy to see that, more semiconductor companies are coming up with good news in 2011, in terms of profit and turn over. As a close watcher, am expecting some positive news for the year end in totally.

Bolaji Ojo
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Blogger
Re: Re : Analog Devices on a Hot Streak
Bolaji Ojo   2/22/2011 5:09:39 AM
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Tirlapur, He was referring here to China's growing role in the electronics industry and the country's huge spending on infrastructure and other industrial projects. Any company that wants to participate in China's growth should have a presence in the country whether it sells directly to OEMs or through distributors.

elctrnx_lyf
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Supply Network Guru
Clearly an Analog company
elctrnx_lyf   2/22/2011 12:55:22 PM
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Analog devices has certainly made sure that they will produce the positive results. AD is clearly becoming much matured analog company with their high end data conversion products used in all telecom equipments. Their establishments in china also helping them in huge way since many of the OEM's are also having their design centres in developing countries.

Barbara Jorgensen
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Blogger
ADI on a hot streak
Barbara Jorgensen   2/22/2011 4:24:52 PM
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I've always had a lot of respect for ADI. Talk about management stability--it's been Ray or Jerry at the helm for how long? And ADI always comes out of a downturn swinging for the fences.

"We are not so unique that we are going to be significantly different than the rest of the broader semiconductor space."

I think that goes beyond just the market--I think ADI always focuses on what's going to make it unique in the analog space.

 





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