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

To: robert w fain who wrote (2046)	11/14/1997 1:47:00 PM
From: goro	Read Replies (1) \| Respond to of 6180

Lucent and Motorola may have an advantage as you pointed out, they do have a closer tie to the telecom. industry. However, the market size for DSPs is large. Currently at about $5bl with expectations to $50bl in the next ten years. This gives some comfort about TI, my main concern is the 1998 earnings estimate which is expected to be up 40+% This I don't understand yet, so the valuation of TXN is a big question. Hence, 1998 eps may be revised down..