Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (36782)	4/17/2002 8:18:06 AM
From: Bill Cotter	Respond to of 68093

Hi Jim; Try DSP Group (DSPG). Did a quick scan of the 10-K and from here you can find the competition; " The principal competitive factors in the cordless telephony market include price, system integration level, range, customer support and the timing of product introductions by us and our competitors. We believe that we are competitive with respect to most of these factors. Our principal competitors in the cordless market include National Semiconductor, Philips and Siemens/Infinion. The principal competitive factors in the Voice over Packet market include price, system integration level, customer support and the timing of product introductions by us and our competitors. We believe that we are competitive with respect to most of these factors. Our principal competitors in the Voice over Packet market include TI/Telogy, Virata, AudioCodes and Ishoni. The principal competitive factors in the DSP core designs market for high volume, low cost applications include such features as small size, low power, flexible I/O blocks and associated development tools. Our DSP core designs compete with companies such as 3DSP, BOPS, LSI Logic and Siemens/Infinion, which license DSP cores, and companies such as Analog Devices, Agere, Motorola, and Texas Instruments, which sell their own complete general purpose DSP or application specific DSP solutions.

To: j g cordes who wrote (36782)	4/18/2002 3:20:49 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68093

Jim, >>Re: VoIP and packet voice chips Off the top of my head I don't know. I'll try to look it up when I have more time. Bill has given you a good starting point though. I need to catch it on today's news. I just got back from Seattle and I am running on only 2 hours sleep. Edit: From the Forward Concept website. 3DSP Corp. Agere Systems Alchemy Semiconductor/AMD Analog Devices Audiocodes Ltd. BOPS, Inc. Broadcom Centillium Conexant/Mindspeed DSP Group/Voicepump Globespanvirata Improv Systems Infineon Technologies Intel Corp. Ishoni Networks LSI Logic Mapletree Networks Motorola Netergy Microelectronics Realchip STMicroelectronics Texas Instruments forwardconcepts.com The other reports on the site have similar lists for different sectors.