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 159.35

+3.9%

Nov 21 9:30 AM EST

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To: robert w fain who wrote (4293)	2/25/1999 10:56:00 PM
From: Charlie Smith	Read Replies (1) of 6180

Bob: I don't know why I let you rope me into predictions, but here goes: 1. Yes. We don't understand why rates are rising in the first place. Cyclical stocks are still dead meat, and pricing leverage is nowhere to be found. The only reason I can see for rising rates is Japan, Korea and Thailand have bottomed and people think an up move for all of Asia is coming. 2. You're right. Great news on chips for laser printers, and DSL should be ramping soon. Don't forget micromirror device for high definition video simmering on the back burner. 3. My guess is it splits at $130 to $140, whenever that is. 4. Dell will probably trade sideways in a broad range ($70 - $90) for at least 9 months. Bloom is definitely off the rose re growth. 5. Semi cycle just getting going, particularly if Far East recovers. AMAT chairman said this week that chip shortage could be severe next year. Should last till at least 2002, IMO. Hope this helps, Charlie

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