Paul McWilliams is well-known for his in-depth and sophisticated analysis of tech stocks in his Next Inning newsletter.
In addition to corporate metrics, he places strong emphasis on superior management. Regarding integrated circuit manufacturer Analog Devices (NYSE: ADI), he notes, "CEO Jerald Fishman really knows how to run a company."
"The numbers posted by Analog Devices and the guidance provided for its fiscal fourth fiscal quarter of 2009 (ends October 2009) were both impressive. And, when taken together, exceeded my expectations.
"As I had expected, there was an inventory adjustment that resulted in a sequential decline in excess of 18% in its shipments to Chinese wireless infrastructure suppliers.
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