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

To: Skeeter Bug who wrote (2070)	11/16/1997 1:23:00 AM
From: jack wuo	Read Replies (1) \| Respond to of 6180

Skeeter: good point! consider short TXN for at least 15 points of gain within next three month. Due to TXN is losing money on DRAM, it could take a bite on more than 30% of profit from DSP, so, after $85 get broken, $64 could be tested within next 6 monthes. Good Luck

To: Skeeter Bug who wrote (2070)	11/16/1997 10:00:00 AM
From: Larry Brew	Read Replies (1) \| Respond to of 6180

Skeeter, << TI volume their weakness >> I spent the last 10 years of my career in mixed signal or mixed signal support. I know little of TI's dram business, except that memories were being pushed to joint ventures with Japan. The volume I refer to was TI's ability to build, maximize yields, across numerous process flows with multiple designs within each flow. A difficult task when it comes to continually turning dials with fab equipment, yet many products were yielding well above 90%. Hence the name 'mixed signal'. We were meeting deliveries during the 1995 bubble in business, while others couldn't. Volume #'s may be privy info???? As for innovation, mixed signal was committed to meeting customer requests. Customers pretty much directed the design efforts to be focused on their needs. Creativity may be in the way some of the demanding technical issues were addressed. Mixed signal has a killer design team. It was BOUGHT. Management even grew nerveous about the dollars being poured in top notch designers, but the design manager held firm, and it paid off big time. I'm reluctant to give names as head hunters are on a constant look and the cohesiveness of this team is a major player to it's success. Enough babbling. Just waiting for digital t.v. and home control centers. This is when I expect TI to shine. This appliance thing intrigues me, although I can't see the big picture on this one. Larry

To: Skeeter Bug who wrote (2070)	11/18/1997 6:03:00 AM
From: jack wuo	Read Replies (1) \| Respond to of 6180

Skeeter: Message from Skeeter Bug on Nov 15 1997 7:25PM EST >> TI's strength lies within it's ability to generate products in VOLUME!<< this is their biggest WEAKNESS! mu bends txn over and absolutely spanks them in the commodity, high volume dram market. mu makes $100 million and txn is bleeding cash in dram.

To: Skeeter Bug who wrote (2070)	11/18/1997 6:21:00 AM
From: Dr. Arvind	Read Replies (1) \| Respond to of 6180

Skeeter:TXN is in down trend short term, but I think TXN will beat MU eventually or spank MU enentually at DRAM market if TXN can utilize its manufacture muscle ramp up 64MB quickly. To my understanding, MU has very little to complete in 0.18-0.25um process area with TXN, and TXN is ready to ramp its 64 MB DRAM in its every advanced DRAM fabs. If yield can improve quickly, TXN can afford for $2/M, still makes profit. I do not think MU can afford that with it 16MB process. And TXN is working on its 256MB and 12" wafer as well. So, in the long run, TXN will spank MU, but TXN can not afford wait to long for that to happen. Or, TXN can sell its DRAM fabs for a very good deal. may be to MU. Message from Skeeter Bug on Nov 15 1997 7:25PM EST >> TI's strength lies within it's ability to generate products in VOLUME!<< this is their biggest WEAKNESS! mu bends txn over and absolutely spanks them in the commodity, high volume dram market. mu makes $100 million and txn is bleeding cash in dram.