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

To: robert w fain who wrote (2977)	2/3/1998 11:42:00 PM
From: pat mudge	Respond to of 6180

[Comments on semi sector:] <<< Chip stocks jump on bullish analysts' comments Reuters Story - February 03, 1998 15:15 SAN FRANCISCO, Feb 3 (Reuters) - Shares of several semiconductor stocks were up on positive comments on the downtrodden sector by analysts, including bullish comments by Prudential Securities technical analyst Ralph Acampora. "We are very bullish on semiconductors," said Acampora, director of technical research at Prudential. Acampora said he recommended Texas Instruments Inc , Applied Materials Inc , Cypress Semiconductor , Micron Technology Inc , Intel Corp , Teradyne Inc , Novellus Inc , LSI Logic and Motorola Inc . He added that his comments, made on a technical basis, coincided with a new semiconductor analyst at Prudential, Hans Mosesman initiating coverage on several chip makers. "We hit the world with a one-two punch," Acampora said. "These stocks look very, very good." The Philadelphia Semiconductor Index was up 10 to 308. Shares of Intel, the world's largest chip maker, were up 3-5/16 to 86-3/8 and were the most active on the NASDAQ. Donaldson Lufkin Jenrette also raised its rating on Intel to a buy from a market perform. Cypress Semiconductor was up 9/16 to 10-3/4, LSI Logic gained 1-11/16 to 26-15/16, Teradyne added 5/16 to 42-9/16, Motorola added 1-13/16 to 63-15/16 and among chip equipment makers Novellus gained 1-11/16 to 39-7/16 and Applied Materials was up 2/16 to 34-7/8. Memory chip maker Micron surged 2-7/8 to 38-1/8. Traders said Micron was also boosted by some recent analyst comments about stabilizing prices of memory chips. Traders said that PaineWebber analyst John Lazlo said that memory chip prices were stabilizing, citing comments from a recent visit with Intel Corp executives. Lazlo was not immediately available for comment. An Intel Corp spokesman said Lazlo visited Intel Monday with institutional clients, but he did not know what was discussed at the meeting. Separately, Micron Chairman and Chief Executive Steve Appleton was testifying Tuesday before the House Banking Committee, arguing that any international rescue package for South Korea should ensure that no funding goes to protect or save Korean memory producers.>>>

To: robert w fain who wrote (2977)	2/4/1998 9:30:00 AM
From: Charlie Smith	Read Replies (2) \| Respond to of 6180

Bob: From Mike Burke's "Tick Tock" piece: "Add to these temporarily successful firms the huge numbers of companies that never really make it, the mass of "one-hit wonders," and the pricey commodity firms that are ubiquitous in the sector, and it is easy to see why the majority of tech stocks cannot be fast growers longer term. And should a company miraculously overcome the fate of most tech firms, it will forever face threatened government intervention for anti-trust violations. Such a deal for a long term holder." So let me get this straight: You can't own tech stocks for more than a few months because there are so many "one-hit wonders" that flame out disastrously. But you can't own them for the long term either, because eventually the justice department will take all your profits! Give me a break! Anybody who has held MSFT, INTC, CSCO, TXN, ORCL or ADPT for 3 years or more knows this is crap. Best regards, Charlie

To: robert w fain who wrote (2977)	2/4/1998 10:47:00 AM
From: TREND1	Respond to of 6180

robert TXN is up 26% so far this year ! Larry Dudash GAIN OVER TIME DATE= 02-04-1998 TIME= 07:34:46 THIS DATA IS SORTED BY COL.......... 3 START.DATE= 12/31/97 END.DATE= 02/04/98 SORT COL 1 2 3 4 SYM NAME START END PERCENT GROUP CLOSE 1 MU MICRON TECH 25.94 36.63 41.19 MEMORY 2 TXN TEXAS INSTUMENT 45.00 56.88 26.39 MEMORY-DSP 3 DELL DELL 84.00 106.13 26.34 COMPUTERS 4 QNTM QUANTUM 20.06 25.31 26.18 DISK DRIVES 5 NVLS NOVELLUS 32.31 39.88 23.41 EQUIP MANUF 6 SEG SEAGATE 19.25 23.38 21.43 DISK DRIVES 7 CPQ COMPAQ 28.25 32.69 15.71 COMPUTERS 8 WDC WESTERN DIGITAL 16.00 18.44 15.23 DISK DRIVES 9 SOX--X SOX INDEX 263.63 303.50 15.12 INDEX 10 AMAT AMAT 30.13 34.44 14.30 EQUIP MANUF 11 SP-500 SP500 970.43 999.88 3.03 INDEX 12 DJ-30 DOW JONES 7908.25 8090.84 2.31 INDEX 13 LRCX LAM 29.25 25.88 -11.54 EQUIP MANUF

To: robert w fain who wrote (2977)	2/4/1998 10:54:00 AM
From: Hayduke	Read Replies (2) \| Respond to of 6180

<<.. this is more Robins than you expected this soon ----or is it? >> Robert, if I were you I would be looking for cowbirds, not robins. Robins tend to hang around forests (where you can sometimes find a bear). But cowbirds follow the cows, and where there's cows.... (vbg)

To: robert w fain who wrote (2977)	2/7/1998 7:12:00 PM
From: johnny boy	Read Replies (1) \| Respond to of 6180

Robert, I've been out on vacation for a week and not able to keep up on the news so well. I've thought all along that the stock would bounce around a bit before it takes off again. It seems to be doing that for now. I've been thinking it will take off this Spring for a nice ride up to 80 or 90 by summer. If not this year, then we may have to wait until Spring 1999. But, I really don't know for sure. It will go hand in hand with a general chip upswing but faster than many. Anybody's guess, however. JB