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 159.35

+3.9%

Nov 21 9:30 AM EST

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To: art hebert who wrote (2425)	12/11/1997 10:51:00 AM
From: TREND1	Read Replies (1) of 6180

art you wrote <<It seems to me if South Korea is hurting then they won't be expanding dram capacity. Thus if the supply is not increasing TXN and MU should benefit. Any thoughts on this?>> art The USA uses 38% of the world's dram ! South Korea produces 7% of the world's dram. Yes ! South Korea will decrease expansion plans, but the slow down will reduce use of dram. It is the old equation SUPPY=DEMAND where the equal sign is price. No one can figure out this equation 2 years in advance, the time it takes to build a FAB. Larry Dudash

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