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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: JimLeo who wrote (343)2/22/1999 10:55:00 PM
From: Uncle Frank  Read Replies (3) | Respond to of 54805
 
A well presented nomination for txn, Jim. I worked for them for a decade early in my career, which is probably why I didn't consider them <g>. I loved Pat Haggerty, who was a visionary; I was just a kid back then, but I can remember the old timers crying openly at the shareholders meeting when he passed control to Mark Shepherd and J. Fred Bucy.

Enough of this reminiscing. Tony Viola is our semiconductor expert, so I'm looking for his confirmation, but am pretty sure old TI belongs in the Index. I'll add them tonight.

But not, of course, until you provide the Jan 4 closing price <g>.

Thanks, Jim,
Frank

btw, if anyone runs into Tony, tell him to stop by and register his vote. He smelled some bear on the thread, and last I saw was headed for the hills <vbg>.



To: JimLeo who wrote (343)2/23/1999 1:29:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
JimLeo,

The DSP market is probably in early tornado ... 1998 DSP revenues grew at 29%.

I would say the DSP market is in the early tornado if it is growing almost that in sequential quarters, not in a year. I think the DSP market has crossed the chasm but is still in the bowling alley.

For those who haven't yet read the book, there are a couple terms in there that might not make any sense. :)

--Mike Buckley