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.

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

To: Redhead who wrote (4104)	10/20/1998 8:49:00 AM
From: Robert S.	Read Replies (1) \| Respond to of 6180

Off the cuff synopsis of TXN CFO appearance on CNBC: Revenue decline of 8% largely due to modem and hard drive weakness. Premature to call upturn in semiconductor sector. One analyst likes TXN but claims TXN more exposed to cyclical cycles. CFO refuted this, stated sold DRAM business, TXN great product diversity which is growing. Wireless very strong. 2/3 sales outside USA but most sales in $ except for Japan. PRODUCT DIVERSITY: Home Networking- homes connected in a wired and wireless way (i.e., computer networking, wiring, TV, computer, telephone, appliances) will all have TXN DSP. Digital Motor control- will increase as DSP prices decrease. Opens large markets for future. DSL still basically in field trial stage. Begin to grow in 1 year with potential very rapid growth thereafter. Telcos need to build in infrastructure, DSL will be technology of choice.