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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 175.640.0%12:46 PM EST

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To: gdichaz who wrote (4868)2/21/2000 2:49:00 AM
From: John Chen  Read Replies (1) of 6180
 
Gdichaz,"CDMA...". I'm the wrong person to answer, but
I like to poke at it.

1. Qcom doesn't want TI to be involved, obviously.
2. DSP is not just all TALK (wireless or otherwise).
3. The digital world is coming.
4. I believe wireless still contributing a lot to TI's
biz, so maybe there is more room than qcom would like
it to be.

I don't know about cdma/tdma/... but I can't believe
there is no talk except cdma.

Have you seen ADI's rise? I think this suggests TI is
in the right 'business'(es). Not just wireless.

Qcom may rise faster than TI due to its concentrate on
ONE business. You may have spotted a great company at
its 'infant stage'. Then again, you may sleep better with
TI. (maybe not, if you compare things on a daily basis)

Sorry to buck in.

I would like all my investment in ONE 'best return'.
Unfortunately, that is usually a hindsight.

I can't believe I have owned a 'mutual fund' that gave
4x return, but that didn't make me happy since it was only
a small portion.

What a delima!

How much money is enough? I can't take this pressure.

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