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


To: jack wuo who wrote (2233)11/26/1997 10:39:00 AM
From: SteveG  Read Replies (1) | Respond to of 6180
 
< I see short term growth will be limited, long term perspective is still good. So, $30 area will be attractive again..>>

Agreed. On the UP side, the DSP market is expected will to grow 35-40% over the next few years.

On the CAUTION side (as has been discussed here previously), FPGAs need to be kept an eye on:

"Xilinx Introduces Fully Programmable Alternative to System-Level
ASIC Design"

from biz.yahoo.com

Earlier press:

"..Signal processing is one of the first areas Xilinx will target. Xilinx said its XC4085XL, for example, can perform 5 billion multiply-accumulate operations in a second, 10 times faster than a Texas Instruments 320C6x. What's more, using an FPGA will allow companies such as cellularphone manufacturers to comply with different communications protocols by changing the microcode, Roelandts said..."

from techweb.com

Steve



To: jack wuo who wrote (2233)11/26/1997 11:24:00 AM
From: robert w fain  Read Replies (1) | Respond to of 6180
 
I am having a problem even relating to $30 area for Ti stock.Maybe you could spell out the sequence of events that would drive the stock down to $30 that you see in the future.
Like what earnings in 4qtr and what level for the NAS and DJ.
The cost of Engineers is important but the leverage on yield and new products is great so I do not these expenses will break the profits ---the problem will be can they hire engineers.
Please give it some thought and tell us what you see that drives the stock to 30$