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 177.14

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3:21 PM EST

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To: steve kelly who wrote (3302)	3/26/1998 10:34:00 AM
From: rob	Read Replies (1) of 6180

Steve I haven't been there for 8 months. But I worked on the 64Mb SDRAM design. From the information I get through people still there I understand the they are having difficulties with some of the PC100 specs for the 64Mb SDRAM. This has pushed out tap out. I know there was 1.0 1.1 and maybe even 1.2 (a .X is a change that is polygate, and met layers). They, I belive are working on 2.0 (all layer change) which maybe the on your source says has been pushed out. I know the 2.0 is taking much longer than planned. Back in May 97 they were planning to have 64Mb SDRAM in production at this time. Its looking like the Fall is the best target. There is also a shrink version of the 64Mb being worked on I belive based on the 0.25um 256Mb first generation proccess but it won't be ready till the end of this year. The current 64Mb process is a 0.28um (though 0.35um is a more "honest" description). For PC100 parts TI does have a very good 16Mb part based on the 0.28um proccess... but can you make money on it? Anyhow as far as leaving the DRAM biz I was convinved last Feb Mar (1997) that TI would leave the biz after 18mo of loosing money. Apperently they made money 2Q97 but have been loosing money since. Maybe that 2Q97 help Mem Managment convince Tom tha memory is salvagable, plus then DSP's were still about 1/2 of what they are today. But know with TI MOS Mem runing, I figure, 100Mil plus quarter to quarter losses... they have to do something. Not to mention most of the red ink is forced on the JV's via low wafer prices and they might fold first. Its really hard to tell... if you talk to the guys at MOS Mem in the trenches they have been convinced (brainwashed) by mangment the TI is sticking to DRAM biz... even as the sky is falling all around them... Its a bit strange... on the macro view ie from an investor point of view dropping DRAMS looks like over due option.. Yet for some reason executive managment at TI is convinced they can make Who knows... my money is they get out by the end of this year very very quietly not to piss of OEM's... but I was wrong last year. Robert

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