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

To: Larry Brew who wrote (2611)12/19/1997 12:34:00 PM
From: jim A  Read Replies (1) | Respond to of 6180
 
But doesn't DRAM account for a good chunk of revenue,
(~15% ???, i'm not sure. Anyone know % of sales). WOuldn't this be a strain on revenues/earnings until other business segments heat up.
Or are they losing money on DRAM so getting out of the biz would be viewed as poaitive to earnings???
This may be why TXN is holding up well, although the SOX index
is doing rerlatively well the last few days. In fact it is up nicely today.



To: Larry Brew who wrote (2611)12/21/1997 7:05:00 AM
From: Bilow  Read Replies (1) | Respond to of 6180
 
TI dropping DRAMS? I'm thinking that the combination of DRAMs
with digital signal processing on a chip is going to be important
over the next decade. Keeping the DRAM lines running for that
reason alone makes sense to me.

Does TI have a program for integrated logic and DRAM on a
chip? If so, what size memories?

-- Carl


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