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Technology Stocks : INTC, TXN, AMD or CRUS - WHAT should I buy?
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To: FruJu who wrote ()8/23/1996 12:51:00 AM
From: VINCENT ST.JOHN   of 31
 
CRUS is run by S3 wanna bees.
Their chips are always 2 to 3 generations behind the curve.
The last time they had a footing with video card makers, their
main business, was with the GLD-5463. After that, it was all
downhill.

AMD makes a great new chip, the K-5, but they are so unreliable
with ramp dates, no box maker will touch them, except 3rd tier.
Its a shame someone else doesn't run the company.

TXN could be the sleeper. Completely battered by DRAM price plunge,
they still sell at small multiple. They are more diverse than other
semis and analyst know it. Its a matter of when they'll move in.

Intel is a perrenial favorite of all semi analyst.
They eat everybody's lunch.
Too expensive to buy common, a better option play.

Value plays: ASND, ADI, ADPT
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