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

To: Thomas G. Busillo who wrote (3351)	3/31/1998 9:52:00 PM
From: pat mudge	Respond to of 6180

Tom -- I appreciate your insights. I do believe forums like this are making the entire investment industry more accountable. No more whispering over the water-cooler. Here it's llike whispering into a microphone --- or like Connie Chung asking intimate questions in front of 10 milliion TV viewers. As for TI, I don't know what will happen near-term, but I'm quite confident they've got a strong lead in DSPs and judging by all the statistics I've read recently, that market is growing by 30 to 40% per year. Today's Siemens' press release: According to Strauss' projections, the worldwide DSP market will grow from US$8 billion in 1997 to US$10.5 billion in 1998, reaching US$33.7 billion by 2002. This represents a compound annual growth rate (CAGR) of 33 percent. Strauss' figures further indicate that the programmable segment alone will grow nearly 30 percent in 1998 to US$4.2 billion from US$3.2 billion in 1997. By 2002, he expects this segment to reach nearly $15 billion -- a CAGR of 36 percent. "To fully appreciate how fast the DSP market is growing," noted Strauss, "compare it to the overall IC market, which we see growing by less than 10 percent this year with a 15-percent CAGR over the next five years. . . . ." Last I read, TI had 45% of the DSP market. Wonder what Bill Milton was thinking. Later --- Pat