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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: bythepark who wrote (2044)	11/14/1997 11:56:00 AM
From: goro	Read Replies (2) \| Respond to of 6180

#2 LUCENT, MOTOROLA, AND ANALOG DEVICES. ARE THE OTHERS IN THE DSP MARKET. DONT BET YOUR HOUSE ON TI.

To: bythepark who wrote (2044)	11/15/1997 11:23:00 AM
From: Thomas G. Busillo	Respond to of 6180

Alan, sorry about the link. That's what happens when I run out of coffee <g> Electronic Buyer's News has some great info on DSPs at: techweb.cmp.com According to one of the pieces, the market share for general-purpose DSP's breaks down as follows: TI 45% Lucent 30% ADI 11% Motorola 8% One of the trends they highlight is a gradual shift from "off-the-shelf" DSP's to more application-specific DSP's. So I guess under the general-purpose leaders, you probably have a lot of smaller players who have targeted a specific end-market. For example, Cirrus Logic may be targeting PC-related applications, while another company is targeting digital set-top boxes, DVD, etc. So there's a lot of fragmentation. Surprised Rockwell didn't make the top 4. Also, I believe foreign players like SGS-Thomson, Hitatchi, Fujitsu, etc. have seen the potential for these markets and are players in DSP's to varying degrees. As far as TI's recent moves, there's something funky going on. Wednesday, they present at the Pru conf., and I'm missing the parts of the presentation that warranted a 12+ pt. drop. Then they come out and try to calm Asian worries, but they use "long-term" so maybe that causes some worry. I think TI-Acer also reported they were cutting back on capial expenditures. Then Thursday we get Dan Niles lowering his numbers and a report from CNBC that Kurkak lowered his (has anyone seen confirmation of this other than that CNBC report?). And then, you look at the last hour of trading yesterday in TI and see a pretty massive sell-off. The thing just cratered in the last half-hour. So what's out there that would cause that kind of bailing before the weekend? Just people going "a little too funky for me right now"? I don't know. Anyway, the CMP site is a great place to do research. I've refortified my java supply, so it should work <g> Good trading, Tom