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


To: Clarksterh who wrote (3708)6/7/1998 5:45:00 PM
From: nord  Read Replies (1) | Respond to of 6180
 
c6/c67 coming so are chip sales from ti lots of em. prediction. txn to explode by third qtr based on above once new chips in full production. imo buy now



To: Clarksterh who wrote (3708)6/13/1998 2:21:00 AM
From: SteveG  Respond to of 6180
 
<..in the last 10Q TXN says their DSP sales grew at only 18%. Certainly not a good thing...>

To highlight, TXN's growth is currently substantially from their (lowering margined) C5X. And they previously admitted that their C6X isn't expected to kick into gear until later next year.

When asked about NON ADSL implementations of the C6X, they guestimated that of the $500MM in sales they expect (or hope for) over the *life* of the C6X, non ADSL would account for less than 10% (< $50MM).

Message 4256796

This was carefully taken from the H&Q Tech Conference breakout sessions. Some may want to see if they can get TXN to address/update any of these points on their CC in late July.