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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 195.02+0.3%3:59 PM EST
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To: Thomas G. Busillo who wrote (1249)8/23/1997 4:13:00 PM
From: robert w fain   of 6180
 
Thomas it seems that we are very dumb or Kurlak is very very smart.It is no secret that TI has shifted away from DRAMS and has even covered half of their exposure by joint ventures on almost all dram front ends.It has also not been a well guarded secret that MU is making 16m's and the Asian companies are stockpiling 64's---so if thats a problem it has been for 6 months.
One important thing to remember is that now TI has more room to be upgraded.
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