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To: Bonnie Bear who wrote (17915)2/4/1999 7:05:00 AM
From: Mike da bear  Respond to of 86076
 
I think the real market for ADI is larger than Intel's...I also like BBRC...but this market seems to
pick a leader and trash everybody else.
We don't have a leader for GPS...Rockwell is on the S&P 100, keep it in the viewfinder. I wish
this market would start bidding up real technology instead of virtual reality.


Keep in mind Rockwell has (or is) spinning off their semiconductor
group. But for the life of me I can't remember the name of the
new company.
mdb



To: Bonnie Bear who wrote (17915)2/4/1999 8:03:00 AM
From: Cynic 2005  Read Replies (1) | Respond to of 86076
 
Bonnie, I personally do not believe DSP will be bigger than MPC market. I will take a look at the companies you mentioned. BTW, I know a tiny bit about GPS and the potential market - or lack there of. People aren't going to put a GPS receiver in their cars. If they do, it has to cost next to nothing at which time, no one makes any profits. Rockwell, OTOH, make so many commodity chips... I wonder!