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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (26543)	12/7/2005 8:52:42 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

17:59 TXN Texas Instruments Q4 mid qtr call summary (33.56 +0.27) -Update- During Q&A, competitive landscape noted to have changed over time in wireless, however, at the same time co notes they don't see any of these threats effecting TI's position. While the landscape is changing, co feels pretty confident they will maintain the leadership they have in the wireless market. Co describes sell-in to distis is pretty close to their sell-out, might be able to get ahead of it in Dec, with co noting that would be desirable. Disti inventory noted to be low with respect to their own desired levels. By the end of qtr, the co hopes to have built up some inventory. Co's lead times noted to have remained pretty stable last couple of qtrs. Co noted they really doubt they are seeing any inventory building. Co noted the guidance they just gave only takes a "normal Dec" to achieve it. The stock is trading at $34.20 in after hours.