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

To: Charlie Smith who wrote (1852)	10/23/1997 10:08:00 PM
From: robert w fain	Read Replies (2) \| Respond to of 6180

Thanks Charlie the DSP information makes it clear that TI is gaining momentum in DSP'S.I agree with you about the $2.5 billion ------it sems like they are deploying the money strategicly and investing in tools and seeding the Universities and third parties---very much like they did with their Instructional calculator business which is now very much in a leadership position. Do you think they will invest a good chunck in fabs or maybe look for an up and coming company to buy? Thanks again for the information----clears up the question and kills the allegation that Dsp is a pipe dream that is to be short lived.

To: Charlie Smith who wrote (1852)	10/24/1997 1:13:00 AM
From: Bilow	Read Replies (1) \| Respond to of 6180

Thanks for posting the numbers. I haven't gone through my calculations, but it looks like I took a statement on component sales to be semiconductor sales for the 4Q96, this explains my over-estimating DSPS sales in that quarter. I really appreciate your post, as it includes numbers rather than just the usual words I get from most of the postings here. Would love to see numbers for DRAM sales for those quarters, etc. By the way, the TI-Acer thing Bonnie refers to above works out to me to be a hit of about 11 cents per share for 97 earnings. Did I get that right? -- Carl