Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Van Vo who wrote (3266)	3/17/1998 8:41:00 PM
From: Dom B.	Respond to of 6180

Van..I admire your guts and wish you luck. Hope your position is just short-term~ 'spite of Kurlak and MU and Jabil, TXN was very strong today... Be nimble, OK? Best regards...//dom

To: Van Vo who wrote (3266)	3/17/1998 11:11:00 PM
From: pat mudge	Respond to of 6180

I will be long on TXN some other times, but not this time. The warnings of lower earning coming out lately in technology sector just look scary to me. I take a completely different view. I have in my hand a press release coming out in the morning for Spectrum Signal Processing announcing they're shipping products on C6X Rev 2 silicon. To my knowledge this is the first for TI's revolutionary DSP chip. Michael Hames is quoted as saying, "Spectrum's experienced engineering team completed development of the Detroit board in February --- a month ahead of schedule. The early completion of the Detroit board will allow Spectrum's sales team to deliver some of the DSP industry's first few 'truly usable' Rev 2 C6x-based products to two large commercial customers a month earlier than expected. . . ." Ron Wages, SSPIF's VP of Marketing, says, " We are very proud to be one of only a handful of companies prepared to deliver 'C6x product with Rev 2 silicon.. . . We are amazed at the demand we are receiving for our single-processor Detroit solution. . . " This announcement makes it clear the C6X is successful in Rev2 silicon and will soon be shipping in quantity. You may be right about TI having lower earnings this quarter --- they've already said as much at the analysts meeting --- but the tide is turning and I wouldn't want to be short when the word gets out. Just my take. Pat