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

To: johnny boy who wrote (3419)	4/13/1998 11:59:00 AM
From: db	Respond to of 6180

TI still dram... not to worry all TI still seems hell bent on loosing more money in the DRAM world. Was is interesting now that they have taken full ownership of the TwinStar fab will they run DRAMs through it and take the "full" loss on there books. As you know with the JV structure the payments they make to the JV's is ratio'd to the ASP of the DRAM's they sell and not the actually cost. this is why of course the TI-ACER and TwinStar fabs feel apart. The fabs were bleeding way too much cash Another interesting development is that the AISM or the old TI-ACER ( this is its new name) is signing up the IBM for its LOGIC and DRAM proccess... so any ACER capacity is definitly gone.