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Is Texas Instruments in trouble?

Posted on: 02-Aug-2007

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Risto quickly pulled this note together today and sent it to me. He pulled it directly from’s news feed. What important is how just the headlines make a pretty convincing argument that TI is losing market share.
We have been quietly predicting that TI has been in trouble and is potentially losing share in cell phones. They recently claimed that the soft second and third quarter is a result of inventory problems at its biggest customer Nokia.
Today came bunch of news through the WeSRCH newsfeed that pretty much confirmed our predictions:
First on July 24 Qualcomm was reported to have taken leadership in cell phone chips. Here is the article: 
Second Nokia, TI’s largest customer, reported a stellar quarter:
Third Nokia also reported that they will start to use Infineon in 1Q08:

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About weQuest:
weQuest's are written by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Enviorntment, Electronics, healthcare and Business devisions.

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