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daleste
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CEO
Re: TI Reax
daleste   7/28/2013 6:13:41 PM
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Sorry, I shouldn't have said codec.  I meant baseband processor.

daleste
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CEO
Re: TI Reax
daleste   7/28/2013 6:12:26 PM
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Of course, every wireless device uses many analog devices.  I'm sure TI has a share of business that is in wireless devices.  They are moving away from supplying the main processor or codec in the wireless space.

selinz
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CEO
Re: TI Reax
selinz   7/27/2013 5:56:25 PM
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"... TI now derives 78 percent of its revenue from analog and embedded processing products, up from 72 percent in the second quarter of 2012. Revenue from TI's legacy wireless products, which the company has been phasing out for several years, declined to less than 5 percent of TI's total sales..."

This sounds like it could be a comparison of "legacy" to newer processing. Couldn't some of this really get into wireless devices?

daleste
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CEO
Re: TI Reax
daleste   7/27/2013 5:35:34 PM
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Yes, TI's plan to become an analog company is almost complete.

mcgrathdylan
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Blogger
Re: TI Reax
mcgrathdylan   7/23/2013 8:29:03 PM
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TI has been making an effort on earnings calls for several years to show that its analog and embedded revenue is growing as a percentage of the company's total sales while it phases out the wireless products. The fact that TI expects the wireless product revenue to account for less than 2 percent of its third quarter sales while the company expects sales to increase is a good data point in support of TI's story that it can grow without the wireless revenue.

rich.pell
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Re: TI Reax
rich.pell   7/23/2013 4:53:12 PM
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You're right, it's not a fair measure - just an observation.  (Just for the record, the stock's all-time high appears to have been an intraday peak just shy of 100 on 3/6/2000.  But as you note, its long-term linear regression trend line is much lower ($35-$40), just about where it's trading today.)



Tom Murphy
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Re: TI Reax
Tom Murphy   7/23/2013 4:31:51 PM
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Well, Rich, I'm not sure that's a fair measure. I notice on my charts that it spiked very briefly to about $70 a share during 2000, but most of the time, it was in the $40-50 range. Most stocks are still below half what they were back in that era.  In modern times, TI is about a buck below its 52-week high -- compare that to, say, Intel, which is now under $20 after trading around $26 late last summer.

rich.pell
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Blogger
Re: TI Reax
rich.pell   7/23/2013 4:17:11 PM
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Nice move in the stock (TXN).  Although it's still trading at less than 50% of its peak at the height of the dot.com bubble...

Tom Murphy
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Blogger
TI Reax
Tom Murphy   7/23/2013 3:59:25 PM
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I see TI shares rose about 4% today on this news.  They were up even more early on, before the enthusiasm slipped a little. I guess the increased emphasis on embedded puts a bit of a halo around the company.



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