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1stnflight

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Alias Born 08/12/2003

1stnflight

Re: None

Thursday, 07/28/2005 1:14:44 PM

Thursday, July 28, 2005 1:14:44 PM

Post# of 249541
STMicro in competition with Infineon to be Europe's number 1 chip manufacturer. This could hinder our position with Infineon if they want to differentiate themselves from STM, however, if Waves software proves stronger and in demand Infineon may copy STM and invite Wave on board.

STMicro's main cellular customer is Nokia. Foot in the door to this market when the TPM cellular specs come out later this yesr.

STM TCG member
Nokia TCG member

STMicro earnings down 82% Q2. Ouch! Thus they are looking to diversify their product base. TPM 1.2 may help.

Per WSJ 7/28/2005, Section B
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