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

To: robert w fain who wrote (2710)	1/4/1998 12:49:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 6180

robert, << earnings date >> Don't know the exact date, but TI being in true form should pre- announce it soon. What happens with the stock based on earnings is always beyond my reach. I can give some scenerios that may be food for thought. 1) Most customers of TI are going to or have already disappointed. 2) Drams will be sick 3) An announcement like 'dumping memories' for $$$ could easily offset negitive earnings and move the stock up. 4) Who knows, maybe they'll come through. Mixed signal fabs had only Christmas day off trying to pull in Jan. orders. Unless you're a trader Robert, I'd sit back and enjoy the game. I strongly believe the company will finally blow through that 10 billion dollar barrier once the hi-speed networking pc/tv is in place. The market will be so big, competition won't even matter early on. Think of all the current tv's and pc's that will be junk to be replaced. A new type of couch potato will be born! :-) :-) Larry

To: robert w fain who wrote (2710)	1/4/1998 2:22:00 PM
From: pat mudge	Respond to of 6180

Robt -- I often check the corresponding quarter from the prior year to get some idea when numbers will come out. January 23, 1997: ti.com The fourth Thursday this year is the 22nd. ( A good day:)) First Call: <<< FIRST CALL EARNINGS ESTIMATES TXN Texas Instruments Inc. 12/29/97 Industry: Semiconductr SIC: 3674 Latest Price: $45.00 1997 P/E: 21.5 Analyst Recommendation: 2.1 QTR QTR FY FY Dec 97 Mar 98 Dec 97 Dec 98 --- --- -- -- CURRENT MEAN EPS 0.60 0.64 2.09 2.79 Number of Brokers 20 15 20 19 Median 0.61 0.64 2.10 2.76 Standard Deviation 0.04 0.04 0.04 0.18 Current High 0.65 0.70 2.14 3.01 Current Low 0.51 0.57 2.00 2.40 Year Ago EPS 0.25A 0.35A 0.73A 2.09 Current vs. Year Ago Change 140% 83% 186% 33% Report Date Jan 21 wk/Apr 15 Jan 21 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 0 0 0 1 Down Revisions last 30 days 7 6 8 8 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.60 0.64 2.09 2.79 7-days ago Mean 0.60 0.64 2.09 2.81 30-days ago Mean 0.62 0.66 2.11 2.93 60-days ago Mean 0.65 0.68 2.13 2.99 90-days ago Mean 0.64 0.66 2.10 2.90 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 29.10 30.27 120.68 136.08 Current vs. Year Ago Change 1% -4% 35% 13% Sector - TECHNOLOGY 10.42 9.24 35.86 43.84 Current vs. Year Ago Change 11% 11% 20% 22% WSJ/DJ US Index 11.17 11.01 42.70 48.89 Current vs. Year Ago Change 9% 11% 12% 14% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1997 Cal Yr Mean 21.5 19.68 24.45 21.18 PEG on 1997 Cal Yr Mean 1.08 1.02 1.36 1.69 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.1 Next 5 yrs - Median 20% Number of Brokers 19 Number of Brokers 6 Industry Recommendation: 2.1 Industry Growth Rate: 19% 7-days ago Mean 2.1 Next 5 yrs - High 25% 30-days ago Mean 1.8 Next 5 yrs - Low 15% 60-days ago Mean 2.2 Last 5 Years 11% 90-days ago Mean 2.2 Diff. from Industry +0.0 Rel. to Industry 1.0 Diff. from Sector -0.1 Rel. to Sector 1.1 Diff. from WSJ/DJ US +0.1 Rel. to WSJ/DJ US 1.6 Transmitted: 12/30/97 08:13 (E_TXN)