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

To: Keith Fauci who wrote (3347)	3/31/1998 1:39:00 PM
From: pat mudge	Respond to of 6180

If every home and business that has/will have a modem had an ADSL modem, would the Internet backbone be able to handle the traffic? Absolutely not. And that's why I'm investing in NN, ASND, JDS/TSE, ALA, and CSCO, besides TXN. Did you see BA's announcement yesterday? newsalert.com <<< Bell Atlantic plans to spend in the range of $400 to $500 million with both Fujitsu and Lucent, $400 to $460 million with Tellabs and $200 to $260 million with DSC Communications over five years, Bell Atlantic spokesman Ells Edwards said. The spokesman said Lucent and Ciena are roughly splitting a contract worth $25 to $35 million over five years to supply equipment known as dense wave division multiplexers that multiply the capacity of high-traffic fiber optic networks. Edwards said the value of the contracts were based on current projections and could be revised upward or downward over time. The $1.5 billion project represents about five percent of Bell Atlantic's estimated capital spending over the next five years, Edwards and Daigle said.>>> This is just BA. The other carriers, ISPs, and fiber companies like Qwest and Williams are doing the same. Pat