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Strategies & Market Trends : Roger's 1998 Short Picks
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To: Dan Ross who wrote (445)1/9/1998 7:34:00 AM
From: Michael Berkel  Read Replies (1) of 18691
 
Dan thanks. Great post. The problem that I have with TXN is that Wall Street regards this company as another DRAM factory. Recently downgraded because of ever sliding dram prices. This might be a huge misconception but if that's how the market looks at it, you won't be seeing this one going up as quick as you wish. Another worry is that I don't know how much they will suffer from the Asia flu. In this climate every tech will get caught. For the time being it's better to concentrate on shorts?

Michael B.
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