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

To: rob who wrote (3307)	3/26/1998 11:25:00 PM
From: steve kelly	Read Replies (2) \| Respond to of 6180

Rob, Did you know Dave M, and were you still there when they hired some engineers from micron?? I think that within the next quarter we will TI out DRAM's for several reasons 1. Investors have been sold on the Intel model of getting out of the commodity chip market and into DSP's and they will push TI's management to sell off there DRAM business and concentrate on DSP's 2. TI has great technology but in DRAMS the only way they have been able to do anything with has been with patent royalty payments, not a bad way to make money but longer term Micron and Korean's will turn the table on TI with patents 3. Samsung and Micron are out shrinking everyone else including TI, this will leave TI with a die thats bigger and more expensive. Just my 2 cents worth.