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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 (4207)	1/6/1999 8:37:00 PM
From: johnny boy	Respond to of 6180

Bobby, A study has shown that pre-split stocks often go up and until the split. Maybe, people are riding TI up and through what many feel will be splitsville in not too distant future?????? Maybe people see micron going up and realize how TI will likely profit on its MU stock holdings?? Maybe there is a feeling that earnings might beat the street estimates?? Maybe people see Asia turning a corner and TI with it??? Maybe the next big two or three year semi cycle has begun and investors refuse to miss it?? Maybe the investment community realizes more and more how well managed TI truly is and how EPS will be driven very high. True, on the other hand the market is scary and bad news from any direction could cause a severe spike down but on the whole I personally am leaning to higher levels as a compressed trend line. A day or week of profit taking not discounted. I like time versus index if I understand what you mean. Hope this helps. I'm getting a bit euphoric, however, and may be vulnerable to going overboard short term be clearly more correct, I suspect, than wrong long term. Charlie is usually more objective--what's he say?? JB

To: robert w fain who wrote (4207)	1/7/1999 1:39:00 PM
From: Charlie Smith	Read Replies (2) \| Respond to of 6180

Robert: If this is true, hang on for the ride: From TheStreet.com: DRAM Report Pumps Micron Shares By Dan Colarusso Senior Writer 1/7/99 12:55 PM ET A SoundView Financial report that carried good news for Micron Technology (MU:NYSE) had options traders running to cash in on a big rally. The stock, up 5 5/16 to 64 15/16 at midday, jumped on a suggestion in the Soundview report that a big Asian DRAM maker told distributors it won't accept any more orders. "While we have not been able to confirm this data, it comes from a very reliable source," the Soundview report says, adding that the supplier "is having difficulty in satisfying demand from large OEMs." The SoundView report hit the First Call wires at about 10:15 this morning. Remember the "pockets of blinding profitability" I've talked about in the past in the DRAM market? We may be about to hit one. Charlie