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

To: Bilow who wrote (1838)	10/22/1997 8:12:00 PM
From: robert w fain	Respond to of 6180

If the DSP market grows at the rate projected ---TI's share should grow at about a 40 to 60 % share of the total market growth rate.So over 10 years that is 20 to 30 billion.I guess we will see ---and thats all you or I can say for sure.

To: Bilow who wrote (1838)	10/23/1997 7:54:00 AM
From: valueminded	Read Replies (1) \| Respond to of 6180

Carl: I appreciate your insight, especially in relation to ti and the semiconductor industry. A couple of questions: (just as a note, my own research leads me to be bearish especially on the stocks noted below) What do you feel the future holds for Mu and Muei ? What about buying puts on semi-equipment manufacturers. Especially given that a great percentage of their equipment is being sold to the asian market. It appears with the latest currency crisis etc, that capital may be getting scarce. ? What are your recomendations for some additional bearish / hedging plays - i.e long gold /gold stocks. Short amazon/etrade/aol etc. (Btw, do you know if amazon trades options ) thanks