Dallas Semiconductor: Time to Buy Message Board

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Technology Stocks : Dallas Semiconductor: Time to Buy

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To: R. M. Rosenthal who wrote (87)	10/10/1997 9:33:00 PM
From: B.G. Galbraith	of 160

I think that DS is fully valued, now. With the frenetic pace of the current market, It could rise to a PE of 30 or so if next qtr is a blowout qtr, but would probably drop back shortly thereafter closer to a PE of 20 or so. Am glad to see they are beginning to get substantial interest and action on their i-button products. For a while, I thought that it might not attract much interest. They are inevitably going to converge back to their average five-year PE of 15, sometime in the next 12 to 18 months. Then is the time to buy bigtime if fundamentals are still ok. I takes a lot of patience to wait for the big dips, though. These are just my stream-of-thought reactions to the current situation, --not prophecy. BG

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