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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 190.31+1.0%Jan 9 9:30 AM EST
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To: Charlie Smith who wrote (1389)9/18/1997 5:39:00 PM
From: Thomas G. Busillo   of 6180
 
Charlie, thanks. I wish they would break the total bit growth down by unit type. At least that would make it easier to get a breakdown of product mix across their DRAM densities and get an idea of how fast the mix is shifting, maybe get a feel for gross margins for each, etc.

I need to wade into their SEC filings or their conf. call reports on the MF and see if that sort of breakdown is in there or can be backed out somehow.

Good trading,

Tom
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