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To: Michael F. Donadio who wrote (29245)11/22/1997 7:39:00 PM
From: Trey McAtee  Respond to of 31386
 
michael--

in part its that when you are successful other will imitate. more importantly though is the meltdown in DRAM prices and the need for all those fabs in asia to make something profitable. i thik in the next year or so we are going to see a lot of asian foundrys begin making DSPs.

yes, this is conjecture, but the general trend in semiconductors is commoditization. i think TI may have to deal with this soon.

in retrospect, that message was a little too much doom and gloom. i apologize. and i think TI is a good company and will be able to weather any storm. but i also think that it will be pretty violent and that they may get hurt a little in the process.

good luck to all,
trey



To: Michael F. Donadio who wrote (29245)11/22/1997 9:41:00 PM
From: pat mudge  Read Replies (3) | Respond to of 31386
 
[TI]

Michael --

Read the speech I posted this afternoon. I believe it says TI owns 45% of the DSP market. That's a pretty hefty lead --- and their closest two competitors don't have that much combined.

I don't have time to check the figures, but I think I have it right.

I also thought we were just on the edge of the breakthrough in digital signal processing, not the slow-down.

Comments???

Pat