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Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (5841)	4/14/2002 5:56:23 PM
From: John Chen	Respond to of 6180

Jacob,re:"...market...housing stock...". Keep up with the good work. 'Valuation', the perception that stock is cheap is the 'face value'. The capitalization of many losers (those don't make money or not enough) are still too high. If AT&T 5-for-1 reverse split is successfully implmented, then it won't be 'that cheap'. 'Value' depends on 'liquidity'. Some know-how guys really did a good job on 'fleecing the general public' and now left it to AG to refurbish the 'liquidity', that now sit in 'prized realEstate'. Japan never 'recognize the realEstate assets bubble' and just 'suck it all there', instead of writing it off (I'm sure is for the benefits of a few).

To: Jacob Snyder who wrote (5841)	4/15/2002 1:46:57 PM
From: slacker711	Read Replies (1) \| Respond to of 6180

I must be missing something since I think that wireless demand hit forecasts (and in some cases outperformed) during the first quarter....I guess we'll find out tonight. finance.yahoo.com 7:28AM Texas Instruments: cautious comments by Lehman (TXN) 31.80: Although Lehman expects slight EPS upside and a solid outlook from TXN, the firm remains cautious on the co given poor indications of final end demand for wireless; also, current multiple is rich, and while a muted short-term rally of 10%+ is likely given the most recent selloff, firm would look to trim positions on strength.