Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: geewiz who wrote (29285)	6/23/1998 7:00:00 PM
From: Knighty Tin	Respond to of 132070

Whizzer, I think we have to expect TXN to blame any short falls over the next quarter or so on the DRAM fabs they are paying MU to buy. And, we have to expect the bulls to belive it. So, though I think TXN is doomed to fall to the 20s, it may be early to have anything more than a 1/3 position in puts. ADI is a company I absolutely love. As opposed to most chip cos., they are technology leaders, do not try to bully smaller cos, and do not overhype the stock. You have to wonder if they are really allowed into the chip company private clubs. -g- However, things are tough for them right now, as is to be expected. They are one I want to own for the next upcycle, but we have a long ways to go in this downcycle first. And when the time comes, the way to buy it is with the convertible, if you can find any. Don't know about the G&S date. If I were them, I would kick it out the door while the fish are biting. MB