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

To: JP who wrote (3054)	2/13/1998 1:11:00 PM
From: otter	Read Replies (2) \| Respond to of 6180

To all. I saw this morning where, yesterday over 6000 April 2000 45 puts were taken. A paranoid person would understand that somebody (a seller) is making a very large bet that TXN is going to tank badly between now and then. An optimist would believe that somebody (a seller) is buying a very large insurance policy against TXN tanking. Thoughts? Comments??

To: JP who wrote (3054)	2/13/1998 1:50:00 PM
From: pat mudge	Read Replies (3) \| Respond to of 6180

I'm not at all familiar with ADSL/DMT. What potential does this have as far as EPS impact for TI over the next 5 year? Is it in anyway related to DSP's? Thanks for your insight. JP -- The following should help you estimate the potential: Market size as given in PR announcing Amati purchase: ti.com <<<We are investing in TI's position in the emerging xDSL segment of the semiconductor market, which we expect to grow rapidly over the next decade to more than $6 billion," said Rich Templeton, president of TI's semiconductor group. "Our vision is to provide digital signal processing solutions across the spectrum of communications -- from voiceband to broadband.">>>>> Internet market as given in PR when C6X was announced: ti.com <<On-line Access Exploding The explosive growth of data communications, especially the use of the Internet, continues to be widely heralded throughout the business and consumer communities. Both the cause and the result of this attention is a crushing rush by computer users to "get on line," connecting to remote access service providers that link users with a variety of on-line services, including the increasingly important world of electronic mail. According to Intelliquest, 21 million new users will log onto the Internet in 1997. The data transmission problems associated with handling this glut of new on-line users has prompted numerous pundits to speculate that the Internet is "about to crash" under the weight of the associated volume of all this data. Such heavy use of on-line services is a clear indicator that a solution at the access node is needed to mitigate the data throughput congestion problem >> Remarks by Tom Engibous regarding the data market: ti.com <<< The Future Will Be DSPS-Intensive The world of electronics is rapidly going digital. Digital cellular, digital automotive controls, digital fingerprint scans and digital networking into our homes are just a very few examples. If we look at what is driving the growth, three factors are largely responsible: The need for bandwidth expansion - we're seeing this in the cellular market and in the explosive growth of networking - more bandwidth means more DSPs.>>> Most recent DSL announcement: ti.com Recent press from ADSL Forum: adsl.com <<< Daniel Briere, President of TeleChoice, a leading telecommunications market research firm, predicted an ADSL ramp-up in 1998 with "real mass orders" coming during 1999. "I'm a firm believer that ADSL is here to stay and is a logical way to get high bandwidth to residential and some business subscribers," he said. Another TeleChoice analyst, Beth Gage, was quoted in InternetWeek earlier this month, saying that she expects the DSL market to take off and reach an installed base of 350,000 lines this year, 500,000 in 1999 and 1 million in 2000. >>> Maps and charts listing current status of ADSL deployment, revised as of Feb. 10, 1998: adsl.com Hope this helps. Regards, Pat