Making chips for signal processing, conversion, and amplification is a notoriously fragmented market. If Analog were to adopt the famous General Electric
I could understand if Analog simply wanted to provide its customers with a complete signal-handling platform, but I haven't seen Nokia
So last night's report showed a third consecutive period of fading margins, and management still called it a "solid quarter." Color me unimpressed. You can't be all things to all customers, so why settle for piecemeal deals outside your core competency? Simplify, focus, and drive the core business as hard as it will go, I say. Until then, there are plenty of other chip designers who run a tighter ship than Analog Devices.