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

To: robert w fain who wrote (2390)	12/10/1997 12:13:00 PM
From: jim A	Read Replies (2) \| Respond to of 6180

I bought in yestrday at 45.5 based on recent earnings cuts and projected 98 numbers. This is a blue chip tech company that will rebound when the semi market turmoil settles. It nice when big analysts cut numbers, thus expectations are reduced allowing for potentail upseide surprises next year. Agreat buy at these levels, then again with my luck watch it hit 40 tomorrow. Remember buy when analysts are cutting numbers/downgrading (buy on bad news)

To: robert w fain who wrote (2390)	12/10/1997 4:35:00 PM
From: Charlie Smith	Read Replies (4) \| Respond to of 6180

Bob: Wrong! The ORCL contagion will go no further. Watch for good numbers out of some PC companies the next ten days or so. DLJ said CPQ has inventory troubles (too much) today because THEY DO! They still operate with 3x as much inventory per sales dollar as DELL. The direct model crushes all others in a deflationary market. Charlie P.S.: He is fun to read though, isn't he?