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

To: pat mudge who wrote (2670)	12/31/1997 1:45:00 AM
From: Angela	Read Replies (2) \| Respond to of 6180

Pat -- Thanks for the updates on the Korean situation. The way it stands now, it looks as if we can expect to see decreased DRAM output from Korea IN THE LONG RUN. This is all just my opinion -- but I'd don't think the IMF wants to bail out companies that have a strategy of -- get marketshare now in the hopes that it will lead to profitability later. I truly hope that the IMF will not end up propping up companies such as those. If you ask me they are endless money pits. Especially now that Micron seems to have gotten its manufacturing costs down below theirs. I'm not an economist, but it seems to me that the "marketshare first - profitablity later" strategy works better for proprietary products. IMHO -- if Taiwan and other financially stable countries try to expand DRAM capacity/equipment to take advantage of Korea's inability to upgrade capital equipment, then TXN will probably have more incentive to get out sooner. However, if Taiwan, etc. are hesitant to get into DRAM, due to realistic profitability concerns, then TXN will not be so rushed to get out of the field. Although I agree that their long term plan is to get out of DRAMs. Just my 2 cents! Thanks for all your informative posts. Angela