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

To: pala who wrote (32985)	10/10/2000 12:23:49 PM
From: broken_cookie	Respond to of 54805

Hi Doug, I respectfully disagree with this statement. 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. There are high switching costs between DSP's - the least of which is the manufacturing of a different printed circuit board and the greatest is the code written for the particular DSP. TI's market share is 48% which is more than twice its nearest competitor - which was Lucent the last time I checked. I believe that qualifies it as a King. A potential prince with is an attitude is ADI which is stealing market share from MOT and LU and has teamed up with INTC. All that said, the extremely cyclical nature of the semiconductor market would test the most committed LTB&H investor.