Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (21737)	3/30/2000 1:47:00 PM
From: slacker711	Read Replies (1) of 54805

The Micromirror Device is indeed from TI, and INFS is dependent on TI for adequate supplies of the part. This is one reason I would never call INFS a Gorilla or G-candidate. Otoh, INFS's significant position would likely give them a preferred place in line if a shortage of parts occurred. Also, not all of their products are Micro-mirror-based. Some are LCD. Have to throw this out there....Could the Micromirror Device possibly represent a discontinuous innovation (and thus possibly a Gorilla Game) for TXN? I'm pretty sure that it is pretty well covered by patents and could represent an enabling technology in video presentation.... I'll have to try and find some time to look up what exactly TI is doing..... Slacker

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