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Strategies & Market Trends : Sharck Soup
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To: velociraptor_ who wrote (36453)10/9/2001 6:39:22 AM
From: puborectalis  Read Replies (1) of 37746
 
Another top pick is Texas Instruments (TXN: news, chart, profile), a leading maker of semiconductors for wireless devices. O'Connor has been snapping up shares for the past two months. In his view, chipmakers in the wireless business were among the first to confront industry oversupply and thus will be among the first to resolve the problem.

"We think the wireless companies that provide components will probably be some of the first ones to show signs of improvement," he said. Shares rose $1.64 to $28.75.

Jeffry
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