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To: Richard D who wrote (29568)12/2/1997 1:20:00 PM
From: MangoBoy  Read Replies (1) | Respond to of 31386
 
[chat - TXN]

<< Most chipmakers are down today after Altera's steering future earnings estimates downward. Today, Tom Curlack (spelling?) of Merrill Lynch has downgraded the group including DSP makers like TI on the basis of over capacity. His pessimism extends out one or two years. >>

merrill cut TXN 1998 EPS estimate from $3.00 to $2.00-$2.50.

<< the downside potential for the tech's has not been fully explored in my opinion >>

agreed, particularly for semiconductors and networking equipment.

mark



To: Richard D who wrote (29568)12/2/1997 3:28:00 PM
From: pat mudge  Read Replies (1) | Respond to of 31386
 
[Information Services news]

The best synopsis of Information Services news I know of:
ispo.cec.be

In part:

<<<
MULTIMEDIA SERVICES AND PRODUCTS

The French telecoms giant Alcatel said the French and Spanish
national telecoms operator France Tlcom and Telefonica would test its
ADSL technology, which allows for the high-speed transmission of
digitised data over regular phone lines. Other companies that are
testing or commercially deploying Alcatel's ADSL include Ameritech,
Belgacom, Bell Canada, BellSouth, BT, Pacific Bell, Singapore
Telecom, SouthWestern Bell and Telia, thus giving Alcatel 30% of the
world's ADSL market. Pilot projects have also been ordered in
Denmark, Japan and South Korea.>>>

If you can't get it, let me know and I'll post the rest.

Pat