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Technology Stocks : ADI: The SHARCs are circling!
ADI 274.44-0.2%Dec 19 9:30 AM EST

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To: Scrapps who wrote (2351)11/1/2000 8:02:58 AM
From: Jim Oravetz  Read Replies (1) of 2882
 
...Numerous semiconductor suppliers are vying for a place in ADSL chipsets, which is expected to have compound annual growth of 67% through 2004, while cable-modem chipsets are expected to show a 58% CAGR during that same period, IDC estimates. France's Alcatel controlled 31% of the ADSL-chipset market in 1999, according to Forward Concepts. Other competitors include Analog Devices, with 21%; GlobeSpan, 17%; STMicroelectronics, 15%; Lucent Technologies' Microelectronics Group, 13%; and Texas Instruments, 2%.
With the market just beginning to take shape, chipset providers are likely to continue to battle for dominance, and Forward Concepts believes there will be significant changes in market leadership by the end of this year. For example, TI is expected to boost its market share to the double-digit range, Strauss said.

techweb.com

TI: Chips Will Be In 45 Percent Of ADSL Equipment
By Semiconductor Business News, Semiconductor Business News
Oct 31, 2000 (3:29 PM)
URL: techweb.com
Texas Instruments Inc. Tuesday predicted that its analog line driver shipments this year will allo eight million ADSL ports to be deployed in the field in 2000. That total is 25 times greater than TI's shipments in 1999, according to the company.
TI, Dallas, also said that its analog line drivers and ADSL chipsets will be in 45 percent of the ASDL equipment worldwide, based on a report from IDC. snip<>

Jim
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