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To: Judy who wrote (19719)6/2/1998 9:05:00 PM
From: Sonki  Read Replies (2) | Respond to of 27012
 
judy, txn is going to throw up @earnigns. possible entry after that?
do you know how txn business is allocated? memory, dsp % etc?
this would be for a long term growth not a trade.

LU/MOT joint venture:
Excerpts:

DSPs, which analyze sound and light waves, are a fast-growing sector of
the semiconductor industry, with sales this year expected to rise 30% to
about $4 billion. The market is dominated by Texas Instruments Inc.,
with a 45% share, and Lucent with a 28% share. Analog Devices Inc. and
Motorola are tied for third with 12% shares.
IMHO: I still have to obtain a break down of what mkts and % TXN is
involved in.

DSP chips produce "surround sound" in stereos and headphones, speed up
computer hard drives and improve Internet communications. In coming
years, the chip will have many other uses, such as reducing noise in
vacuum cleaners or controlling power steering in cars. Though DSPs are
much cheaper than personal-computer microprocessors, they have fatter
profit margins than many chips.

interactive.wsj.com
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