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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (32995)	10/10/2000 10:53:32 AM
From: slacker711	Read Replies (1) of 54805

My only caution was that TXN is not (yet) a major player in CDMA and therefore is behind the curve in CDMA rapid wireless data transfer as of now. We have discussed in the past a little bit about TXN's possible CDMA participation. TXN has announced the OMAP archtitecture for 3G and is working with Nokia, Ericsson and Sony. None of this proves that they will be a success, however working with two out of the three largest handset manufacturers and the largest consumer electronics company in the world leads me to believe that the architecture is at least attractive. I think I need to go about this a little differently.... Besides SpinCo, what chip supplier do you anticipate is the best positioned for 3G? My answer for that is obviously TXN, but am curious about your thoughts. I am long TXN....and am considering adding at these levels. I may also start a position in ADI. Both of these companies are involve in quite a bit more than wireless....the mass market components of both companies DSP sales are growing at phenomonal rates (I believe >70%). Slacker

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