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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 (3329)3/30/1998 11:54:00 PM
From: Neal Hopper  Read Replies (1) | Respond to of 6180
 
Pat - What's really confusing is the "avoid" rating. I am not sure I have seen that before.

Thanks

Neal



To: pat mudge who wrote (3329)3/31/1998 10:33:00 AM
From: Spyder  Read Replies (1) | Respond to of 6180
 
Pat,

The ASDL/C6x announcement should have a slight short term positive effect on stock price. The quarterly results will have a much bigger effect if it's negative, as alot of us think it will be. I think it's quite bold of you to double down now, three weeks from quarterly results. Remember alot of semi's have pre-announced poor qtrly results, but TI doesn't appear to pre-announce.

I wouldn't expect ADSL/C6x revenues to contribute much to the bottom line for the rest of the year. Maybe in 1999. These technology leaps often take quite some time to get designed in, create demand, and finally start shipping in volume.

S....