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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (25586)12/22/2006 9:36:31 AM
From: Spekulatius  Read Replies (1) of 78699
 
TXN is one of few the semi stocks I like right now but I am going to wait for a better price <28$. I am somewhat concerned about the DLP business. Flatscreen TV's appear to eat the lunch for all but the very largest projection systems and we also have more competition from LCOS (Sony and others). However DLP is a fairly minor business compared to Analog and DSP's.
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