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

To: pat mudge who wrote (2339)	12/4/1997 6:26:00 PM
From: robert w fain	Read Replies (1) \| Respond to of 6180

Pat could you please explain the larger battle---you got my attention with your post.

To: pat mudge who wrote (2339)	12/4/1997 6:42:00 PM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 6180

Pat, I'm embarassed to say I wasn't aware of that. That's definitely an interesting angle. I'm not a big 3Com fan and haven't been since their CEO made some very bullish comments last winter about so-called "strength in the pipeline" right before they blew-up back then, so if TI and Siemens are ready to challenge them if/when ADSL reaches critical mass - great. Good trading, Tom

To: pat mudge who wrote (2339)	12/4/1997 10:45:00 PM
From: SteveG	Respond to of 6180

<..But 56K appears to be in trouble due to the standard's battle> No doubt 56K has suffered, and is a large reason why COMS is hurting (and independant of losing future business, this slowdown will likely have an effect on TXN as well, as inventory clogs ALL channels) But considering that GTE, AT&T (Worldnet), Uunet, MCI and BellSouth have all announced 56K support in the last week or two, as well as: "...A number of factors should have slowed market acceptance of 56K modems: performance figures 40 to 75 percent lower than their namesake transmission rate, competing and incompatible standards, and unstable modem drivers. Instead, 56K sales are climbing. At least one hundred 56K modems have made their debut in the past six months and, despite x2's head start, sales of competing K56flex-equipped units are keeping pace...> from techweb.com seem to argue that 56K is not exactly dead. <..and DSL is breathing down its neck..> MANY recent articles, including the above (which adds to a long list of articles favoring cable modems) would view ADSL more as making faint stirring noises from a deep slumber.. <..so if COMS (b/c of USR)is going with ADI in order to gain an advantage (threat) over TI, it might be a ploy in a larger battle...> And with the technology for their single chip A&D DSP solution, this COMS/ADI "ploy" may well be a very effective one. Steve