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

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

TXN 194.60

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To: Steve Lee who wrote (5844)	4/15/2002 2:13:14 PM
From: slacker711	Read Replies (1) of 6180

Perhaps you missed Intel saying there was no sign of a recovery in its business, especially comms chips. I cant speak much on Intel since I dont follow them closely enough. I can say that their attempt to break TI's stranglehold on wireless DSP market has been an utter disaster so far. Or maybe it was Ericsson saying there was no sign of a recovery in their business that you missed. Or perhaps Nokia lowering guidance was the thing you are looking for. Ericsson saw a flat first half and better demand during the second half. On the handset side, there problems have primarily been manufacturing ones. They havent been able to produce the T-68 in enough quantities to satisfy demand (though I hope they got this solved by the end of the first quarter). OTOH...Nokia warned on their infrastructure sales but reaffirmed their mobile phone guidance. Infrastructure sales dont have that much of an effect on TI so the number to watch is handsets. Also, this quarter begins the ramp for Nokia's new GPRS handset models. The semi content of a 7650 (GPRS handset with built-in camera) is bound to be much higher than that of a 85g handset which only handles voice calls. Where have you seen the reports of wireless demand matching or outperforming? I follow subscriber numbers around the world. China came in well above expectations. The US seems to have either met or beaten expectations (at least based on comments from companies like PCS). Korea was strong while Japan was soft....and I dont have too many numbers from Europe (though anecdotally things look like they were on track). All in all....if someone had laid out what expectations for handset sales were for the first quarter, I think that they would have been met. Not bad considering most of the launches for new products are expected to come during the next two quarters. Slacker

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