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

To: otter who wrote (2170)	11/19/1997 7:37:00 AM
From: jack wuo	Respond to of 6180

meanful anaysis? supply: 1994 4Mb/die, 1998 64Mb/die 1600% increase fabs and yield increase gives another 400% increase total 6400% increase Demond: 4Mb--48Mb/pc from 1994-1998 1200% increase total pc's owned 200% pc increase total 2400% increase 6400%-2400%=4000% oversupply for price cut. even leave 75% error margin, still 1000% oversupply for price cut. but may be there are still some profit on the table for whoever got 64MB ramp up first. get it?

To: otter who wrote (2170)	11/19/1997 10:31:00 AM
From: Dom B.	Respond to of 6180

Good morning, Ray. Thank you for sharing your opinion re: Txn's dram exposure. Sir Paul II's link to Txn's planned purchase of AMTX, tells me that it is not dragging it's feet to increase shareholders' value. Mems, did u know that Txn is also in this area? there's so much more out there other than dram!!! and txn is a conservative stock. imho. stay lucky, Ray,,,ciao. //dom