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

To: sditto who wrote (28916)	7/26/2000 1:52:08 PM
From: gdichaz	Respond to of 54805

sditto: As a long term TXN investor, since the 60's, no way would I suggest underestimating TXN. But where TXN has had its few difficulties, not many, but a few have been when they tried to sell directly to the consumer. Has been a niche for them at best, calculators etc. The fun will be to see how well they do against the combination of Spinco and IBM (the earliest foundry for the Q and no slouch at turning out chips - especially with the Q's design - and then there are the Taiwan foundries for the Q - soon to be Chipco's). Suggest not a slam dunk for TXN and IMO Spinco holds the top cards, but potentially (if Qualcomm decides to license them - an absolutely essential precondition) a very powerful entry in the race. Nokia a box maker also ran. Best. Cha2