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


To: B.REVERE who wrote (3368)4/1/1998 4:48:00 PM
From: jim A  Respond to of 6180
 
Wow, a close of 57.
Just when it looked like the market was leaving TXN behind
on what i said was light volume, the stock took off till the close
on heavy volume.
A great company that could be the the next Intel of DSPs.
And they are well-positioned (IMO) to be just that.
Even if they don't get out of the DRAM biz, the price cycle
on memory chips could change in a more favourable way.
GO TI.



To: B.REVERE who wrote (3368)4/1/1998 4:49:00 PM
From: Spyder  Read Replies (1) | Respond to of 6180
 
Bruce, I agree with some of what you said, and I am long TXN. However, you say: DSP chips will be well over 50% of their revenue." That will be true if TI grows their DSP business by 600% this year, and other revenues remain the same!

I happen to agree with the analysts for the short term and sell
some stock tomorrow.

S...



To: B.REVERE who wrote (3368)4/1/1998 4:50:00 PM
From: pat mudge  Read Replies (1) | Respond to of 6180
 
Bruce --

This may be affecting the networkers, and by association, TXN, too.

mercurycenter.com

MORE ALPHABET SOUP FROM AOL: Remember how America Online Inc.'s (NYSE, AOL) stock jumped when the company raised its flat-rate monthly prices earlier this year? Watch the sizzling stock in coming days when the company is expected to unveil another revenue-generating deal.

AOL and long-distance carrier GTE Corp. (NYSE, GTE) are expected to announce a high-speed Internet access service in five cities for $50 a month, according to an analyst who watches the companies.

The service, known as digital subscriber line, or DSL, transforms plain old telephone lines into high-capacity data lines and for several years has been one of the great unfulfilled promises of the telephone industry.

DSL service can cost as much as $150 a month. That will make the offering look like a bargain for customers in San Francisco, Phoenix, Boston, Washington, D.C., and Birmingham, Ala., according to the analyst. Representatives for AOL and GTE declined to comment.>>>>