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

To: Angela who wrote (2827)	1/16/1998 12:42:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 6180

GARZARELLI'S NO. 1 SECTOR: CHIPS (smartmoney) ÿ SEMICONDUCTORS are suffering through a terrible stretch thanks to Asia: The Dow Jones Semiconductor Index is down 23% over the last six months, and the sector's well-publicized problems are keeping investors away in droves. If you're Elaine Garzarelli, it couldn't be a better time to buy into the bad semiconductor news. In her latest January report, the SMI No. 6-ranked pundit says semiconductor stocks offer investors the most potential (95.3%) for out-performance versus the S&P 500 index. That percentage is far higher than her second-most attractive sector, homebuilding stocks, which she believes only have a 69.3% potential for out-performance. "We probably have much lower S&P earnings expectations than most other analysts," says Garzarelli Capital's senior analyst, Alida Melknian, who notes that her research firm is predicting that S&P 500 profits will decline 1.5% in 1998, down from an 8% increase in 1997. Melknian says that they only see semiconductor earnings being "flat" in 1998, but that's better than the average S&P sector. We used Garzarelli's sector analysis to choose the 10 stocks in our "Where to Invest in 1998" portfolio, focusing our research on five of her favorite sectors, including semiconductors. Garzarelli's favorite picks are Intel (INTC) and Texas Instruments (TXN) because she doesn't think the Asian influence will be as bad as people say. "The key for us is that the final demand for these memory chips is mostly in Europe and the U.S." What about all those worries about memory chips? "They are already factored into the price," says Melknian. "This sector just recently hit bottom, and now we expect the sector to out-perform in 1998."

To: Angela who wrote (2827)	1/16/1998 3:44:00 AM
From: pat mudge	Respond to of 6180

[C6x] Angela -- The one I'm referencing is this: ti.com ti.com You'll note the expected production has been pushed back: A production release version of the 'C6201, to be available from TI and TI authorized distributors, is scheduled to sample in the second quarter of 1997, followed by volume production in the second half of 1997. The complete 'C6x development tool set is available now and includes the C compiler, assembly optimizer, simulator, and linker. The PC tool set is priced at $2,995 and the Sun workstation version is priced at $4,995. <<<I heard that that Perigrene (sp?) bank that went down in Hong Kong was lending money to Indonesia and selling the debt to S. Korea!>>> Monopoly money, no doubt??? Now to find a way to fire all those cousins and aunts and uncles and friends and neighbors. Family reunions are going to be difficult. Thanks, once again, for the good post. Pat