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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 (2096)	11/16/1997 6:02:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 6180

The DRAM story is pretty-well known. Foundries worldwide are following MU's lead to smaller die sizes which is exploding supply, even though demand is increasing rapidly, hence the soft prices. My understanding of the DSP market is that these products are essentially not commodities, that there is plenty of customization and value-adds. If TI's share is north of 40% in this market, doesn't that mean that a like-percentage of DSP's are designed using TI's tools, etc. That doesn't sound like a commodity business to me.