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

To: pat mudge who wrote (2891)	1/22/1998 3:29:00 PM
From: Jim Patterson	Read Replies (4) \| Respond to of 6180

Pat, 1) According to Mark Hanes, TK is one of the few analysts that would have made you money had you followed his advice. 2) the Company investor relations dept. is the worst source of information about a comapny. 3) Why is this stock going up ? They missed Earnings Earnings declined sequintaly from the 3rd Q Orders were down from the 3rd Q Mgt is projecting a sequential down 1st Q Memory prices declined 40% sequentialy and despite a bounce are still lower than they were in the 4th Q, This will hurt some more. So why is the stock rallying ? According to PW, who upgraded the Semi sector, The stocks in the group are going up therefore buy them. The fact the Fundamentals are deteriorating everywhere, is not important. Just Buy, I don't get that mentality. Jim

To: pat mudge who wrote (2891)	1/22/1998 8:49:00 PM
From: robert w fain	Read Replies (1) \| Respond to of 6180

Thanks for the information from theIR department (Max Post--he is a great guy)and Kurlak.I don't know what to call his views but he is the"ax" on INTC & TXN & MU so everybody listens.I don't agree with him most of the time infact I think he is worse than wrong most of the time on all three stocks .It is almost like he is trying to cause movement in the stock in a planned direction.You would think with the resources he has at M.L. that he must know something but he does not even listen to the TI economist (Valdi Cato) when he discusses the impact of Asia on the TI business.Lets make a note of the date and see how right he is over the next 60 days.