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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 (2692)	1/2/1998 8:21:00 PM
From: jbershad	Read Replies (1) \| Respond to of 6180

Steve, thank you for your detailed reply. I think it will be very helpful to the thread. I never claimed to be expert on semiconductor manufacturing. Having no expertise in testing and other important semicondutor needs for this new chip. I can't really reply. I can tell you this should be an inhouse production. (Chips production can very difficult. Check with Cirrus Logic CEO.) At this point it is a guess. The only thing I pointed out was process should be intregated TI and INTC have one of the best track records and facilities of any company or outsourcer. Perhaps some people from TI will go to the far east and set up there in part. Don't know. As for your market predications and earnings forecasts. Thank you. I will keep them in mind. Respectfully Jerry

To: SteveG who wrote (2692)	1/2/1998 8:44:00 PM
From: jbershad	Read Replies (1) \| Respond to of 6180

Steve You were quoting Wall Street so much and my favorite publication Barrons so much I thought I'd give you these figures from the street. TXN has 9 (Nine) strong buys, 4 (Four) regular buys and 6 holds. There are no sells out there. Zacks rates it 1.8 not bad at all with all the your clouds hanging over it. My broker H&Q just changed it to a hold from a buy. (Thats Chaplinsky of INTC.) Included in consencusz. In his previous write ups he speaks very highly of the company and its technology. The korea sit. and announcement of temp short fall in earnings changed his ratings. Good Luck and my very best wishes. Jerry