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

To: SteveG who wrote (2430)	12/11/1997 12:26:00 PM
From: TREND1	Read Replies (1) \| Respond to of 6180

SteveG you wrote <<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.>> The Federal Reverse calls this the "J Curve". Much economic theory has been said about this. (1) Their DRAM is cheaper today. (2) But they will pay more for future investments and will not be able to up grade their Fabs. (3) South Korea, like Japan is out of the "game" ........................................................... Money and DRAM like wheat and corn are just commodities ! .......................................................... Money is like blood......cut off the "blood" and the body (whole system) starts to slow down. .......................................................... Slow down too much and you get that "R" word ......................................................... Get that "R" word and stock prices start to discount future profits (or lack there of) .......................................................... I am working on a chart having MU TXN "SOX INDEX" AMD LSI NSM TER on it. Will send out to members of FREE email list. It will show how "all" make a bottom and top at nearly the same time. ........................................................ Yes ! TXN is going down because SOX is going down and talk is not going to change that. Larry Dudash