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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 166.75+0.9%9:52 AM EST
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To: robert w fain who wrote (4270)2/15/1999 10:04:00 AM
From: Charlie Smith  Read Replies (2) of 6180
 
Hi Bob,

Wouldn't surprise me to see TI trade to the mid 70s, particularly if other tech names begin to slow. No big deal, though. C6000 just coming into the pipeline and should goose sales starting in 2nd half of 99. Aylesworth said he sees an up Q1 vs Q4, by the way.

I don't see any major, across the board overvaluation in tech. You have to judge one by one, rather than blanket. My estimates of fair value are as follows:

CSCO $71
SUNW $108
INTC $165
AMAT $55
DELL $100

Take care,

Charlie

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