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

To: TREND1 who wrote (2782)	1/9/1998 9:24:00 PM
From: SteveG	Read Replies (1) \| Respond to of 6180

<..Jerry (a dram trader) gives us the spot price. I give the retail price. Acts like a slow moving average and about a week behind spot...> I talk occasionally to some DRAM traders, and I occasionally watch retail prices. I have never seen much short term correspondence. I would guess that average filter to be maybe +/- a month. Actually, it seems more like a bandpass averaging filter, changing at the retail level only after significant sustained spot moves, and then only non-parametrically (ie., in the direction, but not the degree). I haven't gotten to your website yet, but hope that maybe you have plotted daily or weekly changes in retail vs spot??? That'd be great. You could then generate an approximation function. <..And you know MU knows the future spot changes, as seen, as it's rise from 22...> So whaddya think from here then, higher or lower over the next 4 to 8 weeks? MOT will be heavily watched Mon (FC Q4 at .68 and FY 2.37, but comments will likely be weightier). INTC even more heavily watched. And I wonder if these delegates make more progress or noise this weekend... Steve