Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: American Spirit who wrote (57779)	4/27/2002 7:59:19 PM
From: Steve Lee	of 99280

Texas Instruments is desperate not to lose leadership of cellphone DSPs to Intel. That is why they are helping PALM to be a TI customer in order to win back share in the 3G device market that Intel is currently dominating. IMO TI will lose this to Intel, not to mention that the 3G market is going to disappoint in terms of total revs for some years to come. Palm will be left with the inferior and more costly solution while the rest of the world goes Intel. Then they will go the way of nichedom a la Apple or Silicon Grpahics.

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