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 165.31

+2.2%

Nov 26 3:59 PM EST

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To: yousef hashmi who wrote (2801)	1/14/1998 2:21:00 AM
From: Angela	Read Replies (1) of 6180

I didn't get the impression that they are completely done with dram. Looks like they will still produce future generation dram at 2 million units/month. But -- it is good news anyway. techweb.cmp.com Looks like our old friend Kurlack is getting bashed over on the Intel thread. Guess it's time for Kurlack to upgrade Intel. I think some of TI's upturn lately is due to the fact that the analysts are beginning to figure out that the problems in Asia can be both good and bad for TI and dram. The Koreans can't buy capital equipment with today's won, but on the other hand their production costs (55%-won based) go down so they can sell more over cost without being accused over dumping (selling under cost). In my view the long run is more important than the short run. But, then there's Taiwan wanting to step in. So far I haven't heard any announcements. Happy investing, Angela

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