Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (25131)	12/16/1997 4:03:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

Joan: Until recently, the telecommunications equipment sector, especially the more sophisticated upper end of it, appeared to be thinly populated enough and the demand sufficiently strong that the next few quarters did not appear to be in jeopardy. Unfortunately, that appears to be changing, with respect to both supply (newbies endeavouring to "crowd" in), and demand (Asia was the big growth environment). TXN has been endeavouring to make a "pure play" of itself, and has been successful in this regard. I'm not sure that their sales into the DSP market will remain robust enough to maintain current stock prices in spite of the recent fall from grace. On the other hand, there are better short targets available. Best, Earlie