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 179.42

-1.2%

Dec 12 9:30 AM EST

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To: db who wrote (3304)	3/26/1998 2:41:00 PM
From: rob	Read Replies (1) of 6180

DB you might be right. It was my impression from what I read and from what many other analyst say in the print journals that TI is looking for away out of the DRAM biz You gotta admit most investors are not thrilled with DRAMs at TXN and I don't think there will be that rebound you apperently see. But anyhow this is all speculation anyhow... oh about my "source" they might be BS'ng but i doubt it... but they are all former TI'ers too, so things maybe changing faster then I know... In either case I feel one of us will be proven out this year. Between the move to 100Mhz buses, SLDRAM/RaMBUS/DDR, shift to 64Mb and conintued price declines, market supply imbalances and PC prices decreases there are going to some big shifts/changes in not only the DRAM biz but the whole PC IC component biz... there will be big winners and loosers... TI I think will ba winner on the DSP side. rob rob

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