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

To: jim A who wrote (2612)	12/19/1997 1:06:00 PM
From: Larry Brew	Respond to of 6180

jim, << getting out of drams >> The design technology for drams is a no-brainer, therefore every 3rd world country there is can produce them if they have the capital for fabs. It's tough to compete against their wage structure. 1st TI went joint venture with asia, but evidentally competition is still to strong and except for Taiwan and Japan, there's serious governmental problems. The sale will generate great cash for future DSP growth. I believe Tom wants TI to be to DSP as Intel is to microprocessors. Back when Tom became CEO he pretty much committed to dumping sectors that can't generate good income. It was a strong pull away from Junkin's diversivication strategy. Anyone who believes the COB is a threesome, just look at the changes made. I'm sure it sheds day to day responsibilities from Tom, but it's clear who pilots the 'ENTERPRISE', pun intended. I look for more DSP related acquisitions with the gained capital. Why train when you can buy?! Larry