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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

TXN 161.90

+1.6%

12:55 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robert w fain who wrote (2328)	12/4/1997 12:18:00 PM
From: Charlie Smith	Read Replies (1) of 6180

Bob: If DSPs are a commodity, why is TXN spending hundreds of millions on software code (Amati's DMT protocall), tools and toolmakers (Tartan, Inc.) and seed money for DSP applications ($100 million DSP venture fund)? Yes, as Bilow so aptly put it, DSPs (particularly for mature, volume applications) fall in price over time. But that is what the tech revolution is all about: price ELASTIC markets creating dozens of NEW APPLICATIONS with high volumes and (initially) high margins every day. As for Mr. Kurlak, always remember that he gets paid to generate trading activity. Anybody who can make a several-thousand-person sales force jump cannot be ignored - if only for the entertainment value! Best regards, Charlie

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next