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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (57779)	4/27/2002 7:58:34 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 99280

Read in details the document, I posted the SEC document as an edit in the last post. TI is in the $50 MM, I believe, the $200 MM may be a second offering. If it was purely a deal with TI, no need for an S-3, this $200 MM is going to be sold to large investors. Zeev

To: American Spirit who wrote (57779)	4/27/2002 7:59:19 PM
From: Steve Lee	Respond to of 99280

Texas Instruments is desperate not to lose leadership of cellphone DSPs to Intel. That is why they are helping PALM to be a TI customer in order to win back share in the 3G device market that Intel is currently dominating. IMO TI will lose this to Intel, not to mention that the 3G market is going to disappoint in terms of total revs for some years to come. Palm will be left with the inferior and more costly solution while the rest of the world goes Intel. Then they will go the way of nichedom a la Apple or Silicon Grpahics.