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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (333)2/22/1999 10:25:00 PM
From: JimLeo  Read Replies (2) of 54805
 
Uncle Frank,
What about Texas instruments as a potential Gorilla? In the last couple years TI has re-invented itself as a semiconductor company. They have sold off their data business, government systems business, and DRAM business to focus on DSPs. a The DSP market is probably in early tornado as they are showing up in everything from disk drives, to modems, to cell phones. Once a maufacturer selects a DSP vendor switching is expensive. 1998 DSP revenues grew at 29%.
Market cap is $36B.
JimLeo
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