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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 159.35+3.9%Nov 21 9:30 AM EST
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To: Dr. Arvind who wrote (2078)11/15/1997 11:51:00 PM
From: robert w fain  Read Replies (1) of 6180
 
What has changed since you predicted the stock at $200 by year end?Is it just the Asia problem? We have been through the math on the Dram impact several times--16% of revenue and going down as a%--- as DSP grows as a %.The impact is dampened by the Joint Venture set up on dram--which is 100%--- so why is dram such a big deal.
Why did you change from $200 to below $85?
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