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Technology Stocks : Texas Instruments - Good buy now or should we wait?
TXN 157.04-0.2%3:59 PM EST

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To: robert w fain who wrote (4348)3/25/1999 11:41:00 PM
From: johnny boy  Read Replies (1) of 6180
 
"Intel has been strongly committed for several years to the 1394 high-speed serial bus as the recommended connection between a PC and new digital consumer-electronics equipment. Intel considers 1394 a digital convergence pipe connecting the PC to the world of digital camcorders, digital VHS, set-top boxes, digital TV and the like. Intel believes convergence connectivity will grow increasingly important to the PC over time as the wealth of available 1394 devices increases." This quote describes aptly the application.

1394 is a high speed serial digital interface, ideal for the high
data rate requirements as described above. TI is very good at this
and has leadership position. There's an article/annoucement you'll find in EBN or maybe on TI home page about many millions shipped and
an accelerating forecast. This is not small potatos. TI excells in digital transmission. Will be a large contributor. Just another example of TI's strength. Personally, I'm very impressed/excited.

As for the ride. Routine. I look for very good things ahead.

Can't say on earnings. Wall street listens to me so I'd better not post. But I will say I like having most of my net worth with TI.

What a company!

JB

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