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Technology Stocks : Dallas Semiconductor: Time to Buy -- Ignore unavailable to you. Want to Upgrade?

To: Ron Jackson who wrote (137)	10/17/1999 1:17:00 PM
From: Charles R	Respond to of 160

Ron, <I'm glad they're actively pursuing diverse growth markets with their R&D dollars. It gives them a better chance to pounce on markets such as communications when they turn hot.> Clearly we have a disagreement on the diversification issue. Nonetheless, I can see your argument and appreciate where you are coming from. What ever our differences on this issue, looks like we agree that DS is a solid company that will grow steadily over time. Not much sizzle. <Should we start arguing with ourselves under different names to liven this up around here?> I would like to hear if anyone knows anything about where their telecom division is going. They seem to have done a good job at T1/E1. Where do they go now? DSL? SONET/SDH? Wireless? Same on the encryption side. If you or anyone else have some insights into these areas. I would love to hear. Chuck P.S.: I will probably continue to stay in this as much as I can but so far I have found it too tempting to use DS as "source of funds" when I find a hot company and come back to it when I am in cash.