Texas Instruments - Good buy now or should we wait? Message Board

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Technology Stocks : Texas Instruments - Good buy now or should we wait?

TXN 165.35

+2.2%

Nov 26 4:00 PM EST

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To: otter who wrote (2171)	11/19/1997 4:18:00 PM
From: JMD	Read Replies (1) of 6180

Ray, thank you for your thoughtful response. As I tried to make clear, I am not by any means qualified to opine on TXN retaining or disposing of DRAM. My purpose was simply to invite discussion by those more well versed. Mr. Wuo, for one, seems to think it's an open and shut case which frankly strikes me as a bit simplistic. I would like to find out if retaining a business unit subject to dramatic supply/demand shifts nevertheless makes sense because (a) the peaks are greater than the valleys so on balance it's a winner (b) the critical intellectual capital simply can't be hired and fired on a moment's notice so the company must grin and bear it and hold on through the down times (c) selling a DRAM plant at this juncture would be a blood bath (d) etc. etc. etc. My point obviously is that I have no idea if a, b, c are true or not or if the real answer is d and f. Thought somebody might. I also note your observation regarding the "tone and character" of various threads. Personally, I left the Intel thread with much regret because of the clearly huge number of technically gifted people posting there which is very important to me as a non-techie--but the cheer leading and vituperous response to any poster who dared suggest a blemish on the INTC ship of state left me cold. IMO, there is no such thing as a perfect stock or company--so I'm just trying to pick those with advantages more than disadvantages and I like to know both sides. I'm a recent TXN long and content to be so (though the ride has been a bit breathless). If they've got a good reason to hang on to DRAM, god bless'em. From an outsider's perspective, it appeared to me that it was/is an albatross but I'm happy to learn otherwise. Regards, Mike Doyle

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