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To: Sonki who wrote (19721)6/3/1998
From: Nancy  Respond to of 27012
 
sonki,

i believe txn now is about 55% dram and 45% others include dsp.

txn obviously want to phrase out its dram business judging from its recent move of selling its interests in Taiwan to its partner (acer).



To: Sonki who wrote (19721)6/3/1998 9:13:00 PM
From: Judy  Read Replies (1) | Respond to of 27012
 
sonki, I don't know the current percentage of TXN's revenues derived from DSCP. But that is the area they are trying to grow, maybe some one on the TXN would know more. I will assess the earnings reports and decide from there. No need to rush on any semi for now.

One more thing ... as you know, high end servers are rather different that PCs that can be cut from a cookie cutter. BTO model may need to change and customer service model also, status quo process won't work.