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

To: Jim Lurgio who wrote (2994)	2/7/1998 3:23:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 6180

[TI's DSPs and research report on ADSL] Jim -- I honestly don't know TI's position regarding fabrication of DSPs. Perhaps someone else can explain what other fab facilities they have. For anyone who doubts the market size of ADSL, this article gives the most recent statistics: <<< In-Stat Expects the xDSL Chipset Market to Explode by 2000 Business Wire - February 06, 1998 08:18 SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Feb. 6, 1998--In-Stat expects the xDSL chipset market to grow in triple digits reaching 22 million units and almost $700 million in revenue in 2000. Although both symmetrical and asymmetrical chipsets shipments are expected to grow considerably through 2002, asymmetrical chipsets, which include ADSL, ADSL-Lite, and VDSL, are expected to generate the bulk of shipments and revenue. "The ability to utilize existing copper wire to deliver high speed access many times the rates available from analog modems makes DSL technology an immediate win for service providers, equipment and silicon manufacturers, and especially end users," said Shannon Pleasant, analyst for In-Stat's Communications Semiconductor End-Use Service. "The push for standardized ADSL-Lite and the competitive pressures exerted on RBOCs from cable companies will speed ADSL-Lite deployment in particular, which is expected to begin this year, reaching mass deployment in 1999." Pleasant explained that increasing integration, decreasing power consumption and the use of programmable DSPs have made DSL chipsets less expensive and more flexible to changing standards and customer demands. The push for standards based ADSL and ADSL-Lite will exert pressure on CAP-based vendors that are not able to transition to DMT standard based products. CAP-based ADSL chipsets are expected to hold less than 5% share of the ADSL chipset market by 2002, as opposed to 95% today. "xDSL Chipset Analysis" No. CE9801DC, In-Stat's latest Communications Semiconductor End-Use Service report by Pleasant, provides a current view of the xDSL chipset market. This report forecasts new DSL lines and xDSL chipset and revenue for the asymmetrical (ADSL, VDSL, RADSL, ADSL-Lite) and symmetrical (HDSL, SDSL and IDSL) markets. Also included is an analysis of the competitive environment and current market players. For information on how ADSL will role out, In-Stat's latest Multimedia report, "ADSL - The Struggle For Deployment" No. MM9801IF, by Gerry Kaufhold, details digital telephone activity in eight regions and provides forecasts for ADSL deployments. This report also documents new shipments for three technologies that will precede ADSL: ISDN, S-DSL and ADSL-Lite (C-DSL). And discusses how these approaches to digital telephony will play out. Also included is information about the local telephone infrastructures, as well as forecasts for New Digital Telephone Lines, and a summary of the worldwide market for Digital Telephony End Point Equipment. In-Stat reports "xDSL Chipset Analysis" and "ADSL - The Struggle For Deployment" are specially priced at $2,995 each, which includes analyst inquiry privileges on the topics covered. To purchase these reports or for information about In-Stat's Communications, Semiconductor, and Computer Services, contact Dennis Ashton at 602/483-4471, email: dennisa@instat.com. In-Stat is a full service, high-technology, market research and information company serving the semiconductor, communications, computer, and multimedia marketplaces. In-Stat is part of Cahners Publishing Co., the largest publisher of specialized business publications in the United States. Visit In-Stat Online at <http://www.instat.com>. CONTACT: In-Stat, Scottsdale Shannon Pleasant, 602/483-4460 email:shannonp@instat.com>>>