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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (28816)	2/23/2006 4:37:42 PM
From: sixty2nds	Respond to of 95718

Maybe this will help.....Texas Instruments presentation summary at the D.A. Davidson Conference (TXN) 30.49 -0.53: Co believes they are entering a new era in electronics. Co noted their is alot of excitement about what is going on in cell phones. D.S.P. noted to be a great market. Co has been able to gain market share against some of its largest competitors. Co noted they have outperformed Qualcomm. Co expects they will either maintain or grow share. D.L.P. noted to be a bright spot. During Q&A, co noted there are several carriers rolling out 3G, with the US noted to be lagging. Co has a tremendous amount of respect for Qualcomm, but also believes they offer more flexible business opportunities. Co noted if you look at R&D, they have a pretty disciplined approach to it.