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Re: slacker711 post# 1

Tuesday, 08/24/2004 4:53:13 PM

Tuesday, August 24, 2004 4:53:13 PM

Post# of 167
Welcome Slacker and mschere

Slacker,

<< thanks for starting the board. >>

You're welcome. Thanks to you and mschere for checking in with contributions.

<< I've never followed TI as closely as I should have and that has likely made me miss both buying and selling opportunities. >>

I've followed it rather passively until about 6 months ago. I took my first starter position at $18.90 a few weeks back. I figured taking a position would get me more involved.

My wireless basket now consists of QCOM, NOK, TXN, and ARMHY in descending order of their value in that basket.

<< Most of the focus on TI has been in the wireless space but lately their efforts into DLP have been getting attention. Still less than 10% of total revenues but growing fast.... >>

Yes. I've pretty much followed it from the wireless IC perspective, but they are nicely diversified as is ARMHY, as opposed to QCOM and NOK which are close to wireless pure plays.

If I have time, I'll probably hunt up some links on TI from posts I and others have made elsewhere in the last 6 months, to get this board kicked off.

Best,

- Eric -
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