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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 (3262)	3/17/1998 10:22:00 PM
From: Angela	Read Replies (2) \| Respond to of 6180

Ditto to what Honest Abe said about TXN and dram above, but I also recall reading that the agreement between TI and Acer to end their joint venture has a longer time frame to it. In fact I recall reading that TI would have to continue to take delivery of DRAMs from the venture for a period of about a year. I'll have to check the article again -- but anyone with the facts can jump in. As for Kurlack, I'm not crazy about him, and true a lot of others are not. But he has been number 1 to 3 on institutional investor for around a decade and he does have a following. I am glad to see him making these important distinctions between semiconductor companies. Eventually when inventories tighten up again, TI will get a Kurlack upgrade. (We might have to wait quite some time). One thing I can say -- I'd rather buy before the Kurlack upgrade than after! :-) Regards, Angela