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: jack wuo who wrote (2859)	1/21/1998 9:23:00 AM
From: SteveG	Read Replies (2) of 6180

[updated] I agree - not bad. TXN's Ayelsworth on CNBC: - >20% of semi biz from DRAM. - ~45% of semi biz from DSP - could possibly have a DSL modem in prod by Christmas as first C6X expected in volume by then - not exiting DRAM biz, bur emphasizing new DRAM designs (like SDRAM) - anticipate the (purported) slowdown in Asian fab investment will eventually lead to undersupply IBM will weight on market/techs.. -- CSFB upgrades MU on the expectation of eventual DRAM undersupply from Asian underinvestment. --

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