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To: JW@KSC who wrote (29622)12/4/1997 1:03:00 PM
From: pat mudge  Respond to of 31386
 
[ML and the Nina and Pinta]

<<< It's a New DSP World, perhaps M.L. gang should take a vacation cruise on the Pinta or Nina, this would give them time to catch up on the Status Que. I'm sure the entire street does not have the same view. >>>

Well put!! All those white-bearded elders should be shipped off on the Nina and not brought back till they get it through their heads TI's not only a DSP house but leads with 45% of the market.

<<<Though a nice dip after the split makes for a nice place to jump aboard, which was more than likely the plan anyway.>>>

I'm watching.

Here's to more dense analysts!!

Pat



To: JW@KSC who wrote (29622)12/4/1997 1:56:00 PM
From: SteveG  Read Replies (2) | Respond to of 31386
 
<<..Aren't they primarily a DSP supplier now? Or did Merrill take that into account?..>>

<Pat, I'm glad someone finally sees it in the proper light! :) I've read enough in previous posts to make me nauseous.>

In fact, even though they are transitioning to a heavier emphasis on DSP, currently a good majority (roughly 2/3) of TXN's IC business is non-DSP. Trust that as the top semi analyst on the street, Kurlak knows this well.

Steve


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