Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SteveG who wrote (2756)	1/8/1998 1:59:00 PM
From: jbershad	Read Replies (2) \| Respond to of 6180

Steve, Sorry have nothing to copy to screen. Chaplinsky of H&Q expects march quarter earning to be down relative to the Dec quarter. Decline in DRAM prices to continue for next few quarters. At risk are orders from 3Com expects them to pull inventory in channel to more reasonable levels. Also flat wireless chip sales in march quarter. 4Q97 cy97e cy98e cy99e New eps 0.59 2.07 2.57 3.30 old eps 0.69 2.09 2.90 3.70 Jerry

To: SteveG who wrote (2756)	1/8/1998 2:16:00 PM
From: John Chen	Read Replies (1) \| Respond to of 6180

SteveG,Re:"fairness to Peck". Peck/any analyst have more information and analysis on the situation than individual. It's their job. One would not UPGRADE to 'STRONG BUY' (without an agenda) when : 1. the stock was at all time high. 2. asian crisis surfaced (brewing since summer) and future biased to negative. 3. earning came out and wasn't impressing everyone. 4. memory price wasn't holding at that time, anyway. 5. year-end selling, stock shuffuling coming. ... A point must be cleared on every individual investor mind. They (the analysts) are in the business of MAKING MONEY for: 1. themselve. 2. themselve. 3. themselve. Nothing else matter. It is ONLY FAIR when you understand where one stand and where they stand for. Only thing a 'downgrade' means is the analyst's firm and circle have unloaded the stocks. Sitting on the sideline and waiting for the right time to buy it back. Do you think they will 'downgrade' when they have a load of the stock? Tell me honestly what you think they will do in that situation? I know what I will do. Downgrade the stock only after I've unloaded all my holdings, NOT WHEN I KNOW THE PROBLEM. TO BE FAIR, they are just making a living.