To: rkral who wrote (180631 ) 4/5/2005 2:09:45 AM From: Amy J Read Replies (1) | Respond to of 186894 Merrill Lynch said semiconductor companies with exposure to 3G mobile services will benefit from the segment's projected 23% annual revenue growth through 2008. By contrast, total wireless infrastructure IC revenue is expected to grow at only a 4% compound annual rate. Texas Instruments (nyse: TXN - news - people ), currently rated at "neutral," stands to benefit the most from the 3G market, according to Merrill, "but share gains aren't likely to meaningfully benefit the company given Texas Instrument's minimal exposure to wireless infrastructure." ..."We view Integrated Device Technology as a key play on 3G due to its larger (20%) exposure to the wireless infrastructure market," Merrill said. forbes.com For the fiscal year ended 12/31/04, (TXN) revenues rose 28% to $12.58 billion. Net income increased 55% to $1.86 billion. Revenues reflect growth in the Company's wireless and Digital Light Processing(TM) semiconductor products. Net income reflects improved operating margins and lower operating expenses. Return on Assets (ttm): 11.66% Return on Equity (ttm): 14.93% Cash Flow Statement From Operations (ttm)³: 3.15B Free Cashflow (ttm)³: 1.85B Profitability Profit Margin (ttm): 14.79% Operating Margin (ttm): 17.54% finance.yahoo.com TXN has higher revenue growth, but smaller PM, smaller ROA and smaller ROE. Ron, you won't like this part: Pay Exercised Thomas Engibous, 51 Chairman $ 1.90M $ 23.58M Richard Templeton, 45 Pres, Chief Exec. Officer, Director $ 1.41M $ 18.35M Intc has: Profitability Profit Margin (ttm): 21.97% Operating Margin (ttm): 29.61% Management Effectiveness Return on Assets (ttm): 15.73% Return on Equity (ttm): 19.64% For the fiscal year ended 12/25/04, revenues rose 13% to $34.21 billion. Net income rose 33% to $7.52 billion.