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

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Nov 26 3:59 PM EST

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To: pat mudge who wrote (2915)	1/26/1998 2:19:00 AM
From: Angela	Read Replies (1) of 6180

Pat -- It's good to hear the chairman of Acer basically reinforcing what Ayelsworth said on Thursday -- that S. Korean dram makers are slowing down their equipment expenditures which should put Acer and those who are upgrading equipment in a better position a cycle or two down the road. I saw an article (below) where S. Korean dram makers are asking for help from the Japanese semi equip makers (Canon, Nikon and others). But it doesn't sound like this approach has much steam in it. I don't think its such a great idea as it may weaken Japan's position. I wonder how much money Samsung, Hyundai and Semicon have already in 64 mb production and if we will see their cutbacks in that cycle? techweb.com I'm glad to see that the potential of foreign investment in S. Korean is getting stronger. A lot of earnings reports (including TI) are predicting continued asian impact in Q1 -- increased investment may help to contain that impact. Still waiting for C6x! Regards, Angela

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