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?

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Nov 24 3:59 PM EST

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To: Larry Brew who wrote (2816)	1/15/1998 12:21:00 PM
From: SteveG	Read Replies (1) of 6180

<..I know mixed signal currently has a very hi-speed ADSL solution in design. That puts this particular device at least 6 months from production, but prototypes could be out in as little as 2 months depending where the chip is in the design cycle. They're in heated competition with ADI on this one, but they believe it will outperform ADI's...> Interesting. This would indicate that TI is taking the ADI mixed entry pretty seriously, and that the current C6X DMT instantiation is NOT seen as the TI ADSL hardware end point. I wonder what THAT says about the market and deployment schedules. I would also allow an extended timeframe to your production estimate, as getting the line driver / AFE (which has the A/D and D/A and associated filters) is no mean feat, as MOT has found. This, in addition to still awaiting DMT issue 1 (T1.413-1995) getting to final revision in issue 2, IMO continues to indicate further delays in serious RBOC ADSL deployments. Thanks for the insight. (Keep us up on your group's progress?) Steve

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