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To: Steve Robinett who wrote (44161)	3/24/1999 9:59:00 AM
From: John Graybill	Read Replies (2) \| Respond to of 53903

Fair enough, they could stretch it out a while with the very frequent help of Dan Niles, whoever wrote that puff piece at Ziff Davis last nite, et al. thestreet.com has an article on earnings today. Plenty of interest in tonite's report.

To: Steve Robinett who wrote (44161)	3/24/1999 10:33:00 AM
From: Thomas G. Busillo	Respond to of 53903

Steve, you're right. No one knows when they will start liquidating. Maybe the fact that they can start liquidating has some psychological effect. No carry costs, but TI does have opportunity costs to consider. That's roughly $2.0 bil. that could be used to grow the company. Maybe they don't even see where $2.0 bil. could be deployed that could give them the type of return they're hoping for. But a big part of their DSP strategy is acquisitions. Reading between the lines, I think their time-horizon is significantly longer than next week. If they really do believe we're at the start of a major up cycle, they will hang in there. If for the sake of argument you assume the peak is mid-2001, that's 40 million shares that will be gradually pulled out in public filings over the next 24-28 months. IMHO the psychological effect will not be insignificant. I don't know. I'm just glad I don't have to make that decision <g> Good trading, Tom