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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 (4270)	2/15/1999 10:04:00 AM
From: Charlie Smith	Read Replies (2) \| Respond to of 6180

Hi Bob, Wouldn't surprise me to see TI trade to the mid 70s, particularly if other tech names begin to slow. No big deal, though. C6000 just coming into the pipeline and should goose sales starting in 2nd half of 99. Aylesworth said he sees an up Q1 vs Q4, by the way. I don't see any major, across the board overvaluation in tech. You have to judge one by one, rather than blanket. My estimates of fair value are as follows: CSCO $71 SUNW $108 INTC $165 AMAT $55 DELL $100 Take care, Charlie