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

To: Angela who wrote (2384)	12/9/1997 1:46:00 AM
From: pat mudge	Respond to of 6180

From a recent executive speech at TI: <<<Less than 20 percent of TI semiconductor revenues come from DRAMs but this segment has been grabbing about 100 percent of the news the last few weeks. Price declines, which are far beyond the normal learning curve cost reductions, have put pressure on the industry. They have slowed the growth rate of the overall semiconductor market.> . . TI's strategic move to focus on DSPs and other differentiated semiconductors can be seen in the steadily increasing profit margins. By having what it takes to win, TI will build long-term, sustainable growth. Solid gains also have been made in manufacturing productivity. In the third quarter of '97, semiconductor operating margin increased more than 13 percentage points from a year earlier. Profit margin improvement remains our top priority. About 84 percent of TI revenue today comes from the semiconductor business. The move to differentiated products will help us achieve our margin objectives. . . . >>> For complete text: ti.com It might be interesting to find out what their projections are in terms of their focus on DSPs vs. DRAMs. Pat