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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Scrapps who wrote (9484)	11/19/1997 2:18:00 PM
From: Jeffery E. Forrest	Read Replies (3) \| Respond to of 22053

inre TI/AMTX. Yep, still trying to get a handle on the whole thing. One thing for sure, I'm glad I own some TXN. They are positioning themselves VERY nicely for the future. They were really taking it in the shorts when they were heavily into DRAM and turned things around in dramatic fashion by going headfirst into DSP-land. They have continued to lighten up on the DRAMs and now that they are pushing their way into the xDSL market they have become extremely attractive. Funny thing was awhile back I was racking my brain trying to figure out a good DSP play and all of a sudden it dawned on me that I already owned one. DUH!!! I added a little bit on the recent weakness. Did you happen to catch the CEO of Uniphase this a.m. on CNBC? When asked about growth for the next 5 years, he said he expected 50% annual! Mark Haines' jaw just about hit the floor. The CEO (can't spell his name from memory) was impressive. Kinda reminded me of Casey Cowell. REAL confident (not cocky), intelligent, and quick on the uptake.