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

To: nord who wrote (3876)	7/5/1998 2:40:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 6180

nord, << dream on >> Surely you don't believe industry is going to let TI stand alone in the DSP world. IBM has already said they plan to take TI head on in the DSP sector. Intc months ago committed to entering the digital world. 1st plan was to build in Forth Worth, the finances changed their plans to convert the Israel plant. TI clearly has a step up, but keep in mind the other 2 players have both the assets and technology to make DSP another commodity business. Noticed TI's track record on commodities? It's called sell- off, not compete. They will certainly be strong over the next couple years, but few survive long term when selling core businesses. Long term I see TI as a management only company, with ownership in other semi producing companies. Two work force reductions in 2 years makes not a growth company. I'm looking to buy in again after earnings. Should be a great 6 month hold after that. Note: hello Jim, give Kevin my best and that I'll be cheering on the Giants, but he needs to upgrade those fabs with CYMI. :-) Larry

To: nord who wrote (3876)	7/5/1998 10:37:00 PM
From: Time Traveler	Respond to of 6180

Although TI has been dominating in DSP business, these are words of caution from my humble assessment. A lot of these telecomm equipments have designed in TI DSP now because of them being the first generation. TI high-end DSPs are more generic and powerful. The telecomm folks chose TI DSPs in their first generation stuff because of convenience and availability. As subsequent generation of telecomm equipments coming out with ever more competition and cost conscious, they have to resort to more specific DSPs to cut cost. The question is whether TI can be slightly dominating in generic DSP market as well as the specific one, in which just about all major players in semiconductor business have DSP capability, presence, and constantly improving. TI still has a dominating presence in floating point DSPs. Why did you mention TI has a lack of them? Regards, Time Traveler