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

To: Robert Page who wrote (2202)	11/21/1997 12:57:00 AM
From: jack wuo	Read Replies (1) \| Respond to of 6180

got some TXN NOV. 105 call at 1/4 today, could be 800% return if TXN close at 109. The reason I bought the calls is purely option play, because deal will not allow so much profit to be taken by put buyers, TXN could be close at $111 tomorrow, which would kill $10M profit for 110 put buyers; if it happens, 110 call could be jump from 1/16 to $1. a 1600% return.

To: Robert Page who wrote (2202)	11/21/1997 1:04:00 PM
From: Honest Abe	Respond to of 6180

I definitely think TXN is the next Intel. In ten years, there will be multiples of DSP's for every INTC chip, not because Intel will slow down, but there are so many potential uses for DSP. As the world becomes more and more digital, and especially as the bandwidth crunch is fixed, the uses for DSP are limitless. And for those who argue it will be a commodity chip like DRAM (which I disagree), the market will be so huge the leader will still cash in. I see no reason why TXN will lose their leading market share.

To: Robert Page who wrote (2202)	11/22/1997 2:30:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 6180

[TXN at Cowen Conference] Charlie Smith suggested I check out this thread, and what a delight to discover familiar names! Hot off TI's webpage: ti.com <<<One Year Later --- a New TI Rich Templeton, President Semiconductor Group Texas Instruments Cowen Conference November 21, 1997 Scottsdale, Arizona [clips:] DSPS Market Will Explode We believe the market demand for DSP Solutions will explode. Since 1988, the market for digital signal processors has grown at more than 40 percent per year. Today, the DSP Solutions market is approximately $5 billion. We expect continued growth - well above that of the semiconductor market for the next ten years. The market for DSPs - together with related mixed-signal devices - will reach about $50 billion dollars over the next ten years. They turn up in toys, antilock braking systems, medical equipment and video imagers. They are becoming ubiquitous, which means they offer the prospect of great stability and growth. For these reasons, there is little debate on the forward opportunity in the DSPS market. . . . Network Access Wireless is not the only part of the telecommunications industry undergoing strong growth. One of the fastest growing segments in the telecommunications industry is data transmission from both business and residential customers. Network connections in both the business and residential markets are projected to grow about 20 percent higher per year during the next three years. And every network connection - at both ends - will have a DSP Solution. TI's programmable DSP has reshaped the modem market. A little more than a year ago, all modems were hardwired. Today, more than half of modems shipped have completely programmable DSPs. Next year, some 90 percent will. Thanks to TI's powerful line-up of DSPs, sales to modem manufacturers are expected to increase by more than 40 percent and LAN interconnects by 25 percent in 1998. Performance Explosion Enables Information Download Earlier this week, TI strengthened its position in the networking market by acquiring Amati Communications. Amati is a world leader in digital modem technology which lets ordinary phone lines transmit data as much as 200 times faster than today's typical voiceband modems. This technology also is known as Digital Subscriber Line or xDSL. It makes extensive use of DSPs and enables faster, more reliable access to the Internet and the ability to use a single, existing phone line to simultaneously access voice, data and video. What this means to the end user is that an information download on the net that used to take 10 minutes, can happen in only five seconds with DSL. Also, computer users could use the phone lines already in their homes to log onto the Internet, make a phone call and send a fax - all at the same time on the same line. Dramatic changes are under way in the networking business and TI is already there to help set the performance benchmark of future Internet access systems. . . .>>>