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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (5848)	4/15/2002 3:36:21 PM
From: slacker711	Read Replies (1) \| Respond to of 6180

Here in Europe many people already have a 2.5G handset. I have two of them and hardly ever use them. About the only time I can't get net access is when I am driving so don't see the point in paying through the nose for cellphone bandwidth. I dont think that the initial GPRS handsets had the features to take advantage of the always-on access. If the new handsets that are coming also fail, it will be a long-time before we see wireless data in Europe. Personally, I dont think that internet access is going to be a detriment to wireless data. Korea has the highest broadband penetration rate in the world....but their data ARPU's are soaring since the introduction of 1x handsets (particuarly those with color screens). All said and done, bandwidth and mobile phones (and their components) are commodities. Commodity producers don't make consistent large profits that justify TXN-sized multiples. Intel? I have trouble seeing wireless DSP's as a commodity market. It is tough for one producer to have a 60% marketshare if it behaved like a true commodity market. Also....TI hasnt seen much pricing pressure even though demand has fallen through the floor. This is a sharp contrast from what I would expect if the DSP's were really commodities (like DRAM). Slacker