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

To: JMD who wrote (2182)	11/19/1997 4:36:00 PM
From: otter	Respond to of 6180

Mike, I don't have -real- insight into the memory market myself, either, and based on what I've heard, I wouldn't want to be the president of a company whose sole product was memory. On the other hand, TXN is working hard to reduce their exposure to the market with - it seems - some measure of success. One would want to believe that the management of TXN are reasonable people and would do the best they could under the circumstances (lawrd that sounds negative, doesn't it?). You are completely right about the breathless ride. To some extent, I think its an overreaction to TXN's existing exposure to DRAM; but remember, the entire tech sector tanked a couple of weeks ago. You cannot lay the entire ride on DRAM - not even a large portion of it. Here is some of what I track: INTC: -@20% VLSI: -@20% CPQ: -@15% COMS: -@40% BAY: -@30% TXN: -@30% Yes, I know I'm crossing product lines; but the point is that most tech stuff has sunk off their recent highs - but then so has the Dow and every other major index (less than the techs). So. How much has DRAM cost TXN relative to the the silicon sector - relative to the tech sector - and relative to the larger market? Maybe 10%? I'll take it.