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

To: pala who wrote (32976)	10/9/2000 10:36:07 PM
From: gdichaz	Read Replies (3) \| Respond to of 54805

pala: Note that inter alia Geoff Moore suggests that Texas Instruments' position in DSP chips may be "gorilla like". Do we have a new category to ponder in Moorespeak, "gorilla like"? As Eric L mentioned I have followed Texas Instruments for years and very happy with that experience. Never in my wildest dreams would I have called TXN "gorilla like" in DSP chips or any other of their fields, but I would certainly see Texas Instruments as a King in DSP chips with Analog Devices as prince. TXN has a major problem though, fine company that it is. It (like Intel) is on the edges (not quite the outside) looking in as far as CDMA is concerned. How much of a problem that may turn out to be, only time will tell. But as the GSM dominance in wireless slows and perhaps stalls, with CDMA coming up fast on the outside through 1X, HDR (1xEV) through to WDCMA (if and when that becomes commercial reality), TXN's advantages in DSP's and analog becomes less valuable in wireless - at least the CDMA variety. Suggest Texas Instruments is a king in DSP chips to watch carefully and hold lightly - whatever Moore means by his "gorilla like" comment - which seems offhand, no? Best. Cha2 PS Texas Instruments is a powerhouse in many ways with long long experience, and note it is the "foundry" for Sun Micro's SPARC chips among other things.

To: pala who wrote (32976)	10/10/2000 1:22:55 AM
From: loki_the_bubba	Read Replies (2) \| Respond to of 54805

I think there may be an EAI gorilla game about to start as well. This is the most interesting comment I have seen this year. I'm waiting for any discussion. Loki@notflippantforonce

To: pala who wrote (32976)	10/10/2000 9:21:57 AM
From: areokat	Respond to of 54805

>> I would argue that JDS Uniphase is a new gorilla.<< >>and perhaps one could argue that TI's position in DSP chips in gorilla like.<< Interestingly, G. Gilder tapped these two as part of his collection of the nine companies that will lead the explosive growth in the Telecosm. JDS Uniphase, he thinks, might be the next Intel. Kat