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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 (3820)	6/21/1998 1:05:00 AM
From: johnny boy	Read Replies (1) \| Respond to of 6180

Robert, I am in. The semiconductor segment will be rocky for at least a while longer. My non-professional opinion is that the stock will hang between 48 and 60 until either the market begins to get well or TI does something spectacular to catch wall street's eye. In the event we have a "for no good reason" summer rally, then TI might try the 70's for a time. When the overall market turns positive, then I tend to think TI can hit 100; Perhaps this can happen within the next 12 to 18 months. If the market turns very positive and if the DSP sales go as expected, then I'd like to think TI can hit 200 by the end of the year 2001 or so. My major debate is whether to diversify at 100 or take a chance that 200 might not be too far off if all goes well. TI's DSP development tools are truly superior to anything out there. The pace of new products and features announcements seems to be quickening. All things considered, although I see mounting competition, I see the quality of TI's products improving faster. I can only hope that the worlds demands for MIPs and an effective way to implement them will move forward with this very high quality product line. We'll wait and watch and hope. On another front, did you see all the DLP announcements a few weeks ago? There were quite a few new products announced by numerous companies. The intriguing thing was to see the Japanese becoming more involved. Also, especially intriguing, was the that Mitsubishi was looking at DLP. One would think that this technology could breakout into the mass market some day soon???? Bottom line, I'm in. Holding. Waiting/watching and hoping. But for now, things are ROCKY. Hope this gives you a feel for my current personal opinion and perspectives. JB