[TI connections:]
Schmedley:
Here's a start:
SSPIF hires Ron Wages, former TI VP of DSP Marketing, Worldwide
spectrumsignal.com
SSPIF announces support for TI's DSP:BIOS Standard API
spectrumsignal.com
SSPIF announces support for TI's TMS320C6x
spectrumsignal.com
SSPIF announces $1.2M design wins based on TMS320C6X
spectrumsignal.com
SSPIF defines industry's highest performance for TMS320C6x
spectrumsignal.com
Other than these, I've heard hints that the ties between the two companies could become stronger in the future. I have no idea what form this will take. Perhaps they'll plan joint ski trips to Whistler. Perhaps they'll join the same ski team. I really don't know.
I do know the company's quite open about the solutions it's designing based on the C6X. I also know Ron Wages represents a strong tie to TI's DSP division.
I look forward to tomorrow in part because the tax-loss selling is over. This morning I ran into an old friend at the coffee shop who's a ML VP, and we discussed his theories for the market. He basically thinks there'll be a rally over the next several weeks and at the first major earnings disappointment the party probably will come to a screeching halt. Four months from now he thinks we'll all be delighted if our portfolios have the same value as right now.
One man's opinion and, to be honest, he's the most conservative broker/manager I've ever met. Long term, buy and hold, Blue Chip, low risk, get-rich-slowly type of manager. And a great guy. Just not my style.
At any rate, have fun reading the Spectrum press. I know there are lots of hints between the lines, but try as I might, I'm still having trouble understanding exactly what their end products are. What I do know is that Spectrum bridges the gap between TI and the OEMs. TI has the core and Spectrum piles on the goodies that OEMs need. What's great is that they often know what the OEMs need before they risk their time and expertise designing the solutions. I like to use the analogy of a custom house builder versus the spec builder. With Amati's ADSL it was almost all speculation. With SSPIF's DSPs, it's build-to-order. Of course, once they've built solutions to order, they can continue to sell them to other OEMs.
You asked about licensing. I don't think they've licensed anything yet, but I believe I was told it's not out of the question in the future.
Don't apologize for being fuzzy on the issues. I've been working my way through the fog for months.
Cheers!
Pat |
