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 161.74

+0.3%

Nov 25 3:59 PM EST

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To: Bill Smith who wrote (3367)	4/1/1998 4:36:00 PM
From: B.REVERE	Read Replies (3) of 6180

[Analysts motives]-- Bill, TXN announcement this week on their being able to provide their dsp logic chip for adsl modems was very big. Those in the know realize the importance of it to TXN and those that don't will concentrate on dram prices. Next year dram will represent less than 10% of TXN'S revenue. DSP chips will be well over 50% of their revenue. This is where their margins are, not dram. Analog Devices earlier last month beat earnings estimates and surprised the analysts.They beat them because of their dsp prog- ramable logic chip sales. Most analysts have still not figured out that dram is less than 18% of txn's revenue right now.I believe they will beat their current quarter estimates and crush their next year's estimates. Adsl is taking off this year and TXN will be a major supplier to any and all phone equipment companies. This will be a watershed year for this company as it distances itself from dram and entrenches itself as the dsp chip leader of the world. Later,

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