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

To: gdichaz who wrote (32977)	10/9/2000 11:06:22 PM
From: kumar	Respond to of 54805

<<TXN's advantages in DSP's and analog becomes less valuable in wireless - at least the CDMA variety.>> maybe not - TXN is also a fab partner of QCOM (manufactures their chips), so when CDMA becomes mainstream, TXN should reap some rewards from that relationship ? cheers, kumar PS: If I recollect right, UF once described TXN as a "prince with attitude", which I thought was appropriate - although these days they look a bit more Kingly.

To: gdichaz who wrote (32977)	10/10/2000 1:24:52 AM
From: pala	Read Replies (1) \| Respond to of 54805

- whatever Moore means by his "gorilla like" comment - which seems offhand, no? gdichaz; yes I thought it was pretty odd which is why I thru it out here. I'm another technology challenged person, but I was under the impression that DSP's are widely used in communications, wireless landline or satellite; copper, coaxial cable or fibre optic; at either end. Digital cellular phones, DSL modems, cable modems, internet telephony, personal audio players and digital cameras all use DSP's I also just assume that cell phone producers will multi source and TI, Motorola, LSI Logic, Samsung and others will have some market share even in CDMA. CDMA could be one of the smaller markets for DSP's at least in the near future. Having said all that, I also understand that DSP's are a commodity, with modest margins and TI could well be a prince with attitude. Doug