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

To: Honest Abe who wrote (3260)	3/17/1998 7:12:00 PM
From: TREND1	Respond to of 6180

Honest You are right ! larry dudash

To: Honest Abe who wrote (3260)	3/17/1998 7:45:00 PM
From: pat mudge	Respond to of 6180

I can't find any figures on what percentage of TI's DRAM business Acer represented. I did fine the following: ti.com The New TI - World Leadership in DSPS Last week in Dallas, TI held it's annual analyst conference. The banners on the wall and the presentations to those attending focused on one thing - the new TI. TI is a new company. The changes we have experienced in the past year have been dramatic and our focus has become much clearer. And you can see it not only in the way we operate and the businesses we are in but also in the attitudes of TI people. In total, we divested 12 operations - both large and small - in the past 20 months. We have acquired seven others. We've gone from a diverse company with many businesses to a semiconductor company focused primarily on digital signal processing solutions. We have worked to refocus TI's energies and resources in areas where we have industry leading positions - and we have the ability to not only sustain those leads, but to widen them as well. We feel DSPS is the best opportunity in the semiconductor industry. The world of electronics is going digital - and digital signal processing solutions are what make it possible. DSPS-The Industry's Best Opportunity The fastest growing part of the semiconductor market is digital signal processing. One of the largest and most profitable is analog/mixed-signal. Together, they give you DSPS. Together, you have TI. By the end of 1997, TI has positioned itself unlike any other company in the industry. We are the world leader in digital signal processors. We are the world leader in analog -- up from the number five position in 1995. This makes TI the world leader in the two semiconductor components that hold the key to the digital age in electronics. You could make a strong case that this is the best opportunity in the semiconductor industry. That is what I plan on doing today. I'd like to talk with you in detail about this unique position and how we plan to take advantage of its potential in the marketplace. Revenue Breakout First let's start at where TI stands today. In the fourth quarter of last year, TI's semiconductor business accounted for 85 percent of our total revenues, and Digital Signal Processing Solutions accounted for about 45 percent of our semiconductor revenues. Memory, made up primarily of DRAMs, was less than 20 percent of Semiconductor. The remainder of semiconductor revenues came primarily from a broad range of advanced products, including ASIC's, SPARC microprocessors, microcontrollers and standard logic. Slides from recent analyst meeting: ti.com ti.com