SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Texas Instruments - Good buy now or should we wait? -- Ignore unavailable to you. Want to Upgrade?

To: Winston Kim who wrote (3780)6/18/1998 5:29:00 PM
From: Charlie Smith  Respond to of 6180
 
Winston:

<<That seems like really bad news for TXN...this will cause panic in the semi sector....>>

Hardly. First, it's not news. The market doesn't discount the collapse in DRAM twice. Second, TXN retains some upside when DRAM recovers by taking MU stock and converts.

Charlie



To: Winston Kim who wrote (3780)6/18/1998 5:31:00 PM
From: JP  Read Replies (2) | Respond to of 6180
 
Why would this be interpreted as bad news? Too me it's all positive. TI is following through on their strategy along with cutting costs and restructuring. Some added material charges seem like a small price to pay for this positive news. For anyone long on TI stock this only enhances the potential IMHO. Good luck to all.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News