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

To: Bill Harmond who wrote (2101)	11/16/1997 7:06:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 6180

william, my point about drams is that txn isn't this great, all encompassing manufacturer that some were saying it was. it isn't. a much better comparison to txn is xlnx. they have had no eps growth in 1.5 years. how many different designs do they have?

To: Bill Harmond who wrote (2101)	11/16/1997 8:03:00 PM
From: Bilow	Read Replies (1) \| Respond to of 6180

Regarding the number of DRAM chip designs, here are the ones that TI sells: www-s.ti.com I count 42. Note that this doesn't include SDRAM, or SGRAM. It is possible to have a commodity market, even with a vast number of different possiblities. The reason is that if you overprice your specialized part, the buyer switches to a competitor's cheaper part. As I have mentioned before, this can be done with DSPs easier than TI claims, as almost all coding is done in C. -- Carl