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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (21787)	3/30/2000 1:55:00 PM
From: John Stichnoth	Respond to of 54805

TXN is a Gorilla in a number of smaller markets, and arguably king in others (DSP's?). This device is closely related to their digital cinema product, which might be a good moneymaker (QCOM is the competitor here, I think). Unfortunately, the potential market for the device doesn't seem big enough to have a catalytic effect on TXN's stock price or financial performance. No way TXN is down low on the left side of a sharply rising CAP curve. Best, John