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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 (3477)	4/18/1998 11:47:00 PM
From: johnny boy	Respond to of 6180

Robert, I've been fine. Still hanging with TI and intend to stay. The last several months have been difficult but the good news is that most all semiconductor companies are having a tough go of it. Good news in the sense that TI has come out looking relatively good. Despite the DRAM situation, TI has squeezed out a goodly profit. The DSP story is good and if all the ground work laid over the last year or two pays off, should really take off. But no doubt about it, the IC bookings industry wide are down and I think we are in one of those old fashioned semi slumps. I had thought the stock would see 45 to 50 but it did not. It has shown great strength and I guess a lot of people are looking at it as a great bargain and not allowing it to go down so much. Also, the ADSL story seems to have many intrigued. Some may even see a memory price recovery not so far downstream. So, not really ever knowing exactly what will happen, I've decided to let what I have in TI ride. I think it can see another split in the next 6-12 to 24 months and after that, we'll see. Am I right or wrong? JB