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Politics : Ask Michael Burke

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To: gizelle otero who wrote (30148)	7/23/1998 11:49:00 AM
From: Knighty Tin	Read Replies (1) of 132070

Gizelle, My long term opinion on DSP is that they are in the next segment of the chip market to go into glut. It has not happened yet, but it will. Too many of the big chip cos. are running away from memory products and cranking up digital signal processor lines, including some big names like Texas Instruments and Fujitsu. Overcapacity is just a matter of time. So, you may want to play it until the overcapacity starts to show in the eps, which probably won't happen for 2 or 3 more quarters. But I worry that the herd may wise up some day and actually anticipate what is happening, so I am avoiding it for now. MB

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