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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: slacker711 who wrote (32998)10/10/2000 11:25:55 AM
From: gdichaz  Read Replies (1) of 54805
 
slacker: I am in general agreement with the points you have just made on TXN (and ADI for that matter).

My intervention here on TXN is because:

Eric L sort of suggested I might have a comment on TXN.

Moore's "gorilla like" comment.

I just threw in one caution. And I agree that it may well be that TXN becomes strong in the wireless rapid data / internet nexus. All I was suggesting was that remains to be seen. With Qualcomm, the case is clear - as is its "gorillaness".

Best.

Cha2
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