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

To: JMD who wrote (3025)	2/10/1998 3:28:00 PM
From: John Chen	Respond to of 6180

JMD,re:"think of one". No, I can't. Thanks for a more rational view. I'm long on TI and have 25% of TI's shares for trading. I learned that DRAM is not TI's main profit(if any) center, rather a 'training/development' vehicle for manufacturing process. Don't know if this is necessary the most 'cost-effective' vehicle, nonetheless is what TI chose to use. Intel got out of memory way back and have its own 'manufacturing development process' and it seems to work for them. AMD seems to suck on 'manufacturing' or not up-to-par. MU seems to the best memory manufacturing process (didn't some of those guys come from TI?).