Texas Instruments - Good buy now or should we wait? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Texas Instruments - Good buy now or should we wait?

TXN 177.17

-0.2%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Perfect Hedge who wrote (1561)	10/3/1997 2:55:00 AM
From: Skeeter Bug	of 6180

glen, their pe is 198, however, their last 2 qs have been SOLID. dram is 16% of their bottom line as far as i can figure out. dsps are 32%. analog/mixed signal ics are 32%. (did you see triquint get taken out back and beat like no tomorrow?). the other 20% is who knows what. their share price is up 50% in 4 months. time to correct, imho. rosey scenario isn't here yet. btw, txn is no dram manufacturer like mu so they will hurt big on 16% of revenues. i can't believe that was factored into their 50% run up... glen, txn lost money last q on dram when mu was making 45 cents. txn will take a big hit this q from dram. dsps are growing 30% annually. i think rosy scenario is priced into txn stock and rosy scenario isn't going to show herself 100%.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next