From what I've observed, TI's success is more due to good execution on new products and field support than to their competitor's lack thereof. In the past few years TI has come out with power and analog products that rival LT's, and also very competitive offerings in MCU, ARM, data conversion, and interface. Looks like their strategic investment to dramatically increase fab capacity during the downturn will pay off big time, and they will have Qimonda to thank for that much more than National.
Everyone should publicly attribute a good part of TI's success to Brian Halla, who wanted to turn National into a system house instead of playing its strengths as an analog semiconductor company - that lame (IMO) strategy probably sent a lot of NSC customers over to TI.
TI has been changing from a DSP company to an Analog company. They have been adding analog capacity both by building and aquiring. Yet they are still hit in the stock market by lower than expected orders of the DSP products for Nokia. I wonder how long it is going to take the investment community to recognize TI as an analog company.