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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 (3333)3/31/1998 5:34:00 AM
From: johnny boy  Read Replies (1) | Respond to of 6180
 
Pat,

From what I read, isn't the ADSL infrastructure at the
beginning stages of what is a major rebuild for the telco's
and ISP's?? Wouldn't this mean that it will take some time
to get the momentum going for homes in mass for these types of modems?
However, clearly an inflection point is on the horizon, but
wouldn't it take x amount of time to get there? So, my guess
would be this is a building thing versus instant??? I think
the impact to the stock would be for the forward thinking
analysts, wouldn't you? Internet access/bandwidth hunger could
make this ramp relatively steep climb, all of which would
be very good for we stock holders. I'm excited but I'm willing
to allow a little time for the freight train to leave the station,
loaded as it is.
Just my opinion.
JB