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Technology Stocks : Gorilla Game
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To: Laird Durham who wrote (118)4/21/1998 6:22:00 PM
From: Mark Brophy  Read Replies (1) of 387
 
Obviously, the market is growing very fast.

And TI is the largest player. But, it sounds like I asked too much when I asked you to quantify. There are a lot of competitors in the market and Intel has a greater market share in x86 processors than TI has is DSPs. Also, Intel gets the bulk of their revenues from the x86 and TI only has a realistic goal of reaching 50% of revenues in a few years.

It might be a better investment to find a pure DSP company with a defensible DSP niche.
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