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

To: TREND1 who wrote (2427)	12/11/1997 11:37:00 AM
From: SteveG	Read Replies (1) \| Respond to of 6180

<..SUPPY=DEMAND where the equal sign is price. No one can figure out this equation 2 years in advance, the time it takes to build a FAB...> In the short term, devaluation of Korean/Asian currency will also result in cheaper semis, exerting further margin pressure on US production. Also, as you point out, major tech drivers - the semi eqps (AMAT, KLIC, the ASMs, LRCX, TER, PRIA, etc....) will suffer. It may take a year or more (as you state) for the equation to stabilize. Cautious times for all semis. On the TXN plus side, the slowdown in Asian semis means a longer time until DSP commoditization from Asia occurs. Regards- Steve