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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: JW@KSC who wrote (29749)	12/7/1997 12:38:00 PM
From: Twisted Pair	Read Replies (1) \| Respond to of 31386

JM>I don't know what percentage of TI's Revenues come from DSP's in JM>modems, but 40% of their revenues come from DSP's, and that JM>percentage will increase substantially as DSP's are poised to see JM>the same growth and development in the next 10 years as JM>Microprocessors have been done over the last decade. The following is from the Yahoo news service: Wednesday December 3, 12:13 pm Eastern Time RESEARCH ALERT - Texas Instruments cut ----------------------snip----------------------------------------- ''Because 3Com/US Robotics is Texas Instruments's largest DSP (digital signal processor) customer, we are concerned about the recent slowdown in that company's modem sales,'' Rodman said in a report. -- 3Com Corp (Nasdaq:COMS - news), a computer networking company, said Tuesday it will cut inventory and report second-quarter earnings below Wall Street expectations. -- ''Modem sales may be slowing because of a lack of industry standards and competition from new technologies (possibly much faster cable modems),'' Rodman said. ''Regardless, this slowdown will most likely result in a slowing of orders and shipments for DSP products, which account for approximately 20 percent of (Texas Instruments's) sales in the fourth quarter. '' ^^ ^^^^^^^ --------------------end of quote------------------------- Friday, I read on one of the computer news services that the modem mfgs had agreed on a 56K standard. After the standard is ratified, then DSP modems sales should be quite healthy again. I'm very concerned about the instability in Asia, but I'm buying TXN. For the last several years I've been taking telecom courses at a local community college. The courses are held in a state-of-the-art telecom lab paid for by BA and staffed by BA managers, supervisors, tech heads, and a few others from leading local data communication companies. The BA staff consisitently state xDSL is in their future as is fiber to the curb. Mike