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

To: robert w fain who wrote (3462)	4/16/1998 1:47:00 PM
From: Charlie Smith	Respond to of 6180

Hi Bob! Hope you are thriving in this bull market! Same old song out of TXN on the conference call today. DRAM shrinks (pun intended) and DSP, particularly in wireless, grows like a weed. Keep your eye on margins, both gross and operating, because this is what the analysts are looking at. TXN's margins are going in the opposite direction from INTC, and I expect it to continue that way for several years. M. Gumport of Lehman Brothers published a piece on 4/14/98 which laid out both the quarter and the longer term trends. exchange2000.com The stock may not break above $65 until one of two things happens: A.)C6X begins shipping in volume to DSL suppliers or B.)DRAM shows signs of life. I don't expect the latter until next year at the earliest, but who knows. Best regards, Charlie