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

To: Dr. Arvind who wrote (2773)1/9/1998 1:09:00 AM
From: SteveG  Read Replies (1) | Respond to of 6180
 
<..I thought if MU move up, TXN should be up more without downgrade today, any comments?..>

I think MU is seen as the purer DRAM play. Traders took the reports that the unregulated spot DRAM prices had a (short term) bounce as a trading opportunity for an already beaten up MU. I think without the downgrade, TXN may well have been up a bit, or at least flat, but I am looking for more DRAM and general tech earnings weakness, and further selloff in both TXN and MU.

my 2 cents



To: Dr. Arvind who wrote (2773)1/9/1998 5:02:00 AM
From: TREND1  Read Replies (1) | Respond to of 6180
 
Dr. Arvind
MU and TXN have much different "cost of dram".
While TXN has not put money into upgrading fabs,
and may even be getting out of dram business,
MU has become the "least cost producer".
Larry Dudash


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