Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert w fain who wrote (2188)	11/19/1997 10:34:00 PM
From: TREND1	Read Replies (1) \| Respond to of 6180

robert Please send me an email message to get on my email list. That way I can click mouse once and you are on my email list.......correctly. This saves me copying, typing, etc. Thanks in advance. Larry Dudash

To: robert w fain who wrote (2188)	11/20/1997 1:18:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 6180

Bob: Sorry to be slow getting back, but I just returned from a few days in San Francisco @ a Schwab conference. I've scanned the thread and am surprised at the talk of TI divesting a fab. Not likely in my opinion. Better than 90% bit growth combined with punk SE Asian economies (a few fabs cancelled, perhaps?) sounds like a recipe for better DRAM profits 12 to 18 months out. The DRAM market is a bit like piloting an airliner, in my opinion. Pilots describe flying as hours of boredom punctuated by moments of sheer terror. DRAM is months of pricing torture punctuated by blinding profitability when the cycle turns. The story is the same at TXN: DRAM troubles being discounted over and over while DSP marches on. AMTX/WSTL deal captures key DMT line code for what will be a massive xDSL market onces the RBOCs get off their regulated butts and deploy bandwidth to the last mile. They should earn about $6.25 next year, and the stock is worth $110 to $120. P.S.: Did you get our stuff?