| BUY | 30.130 | Brian Acker, CA | (Market Call Minute.) His model price is $33.02, a 12% positive differential. | 2008-04-03 | |
| Comment | 31.160 | David Baskin | A home run hitter in technology. When they get a good chipset or good solution, the stock tends to take off. If they strike out a couple of times, it sags quite badly. Right now, there is a general compression of PE multiples for the technology group. A solid company, but you have to live with volatility. | 2008-02-04 | |
| BUY | 35.220 | Alan Kral | Very well positioned. Would stay with this company because of its access to Digital Light Processing (DLP) and the mobile phone business. Could easily go into the high $30's if the market settles down. | 2007-09-10 | |
| BUY | 30.070 | Bill Carrigan | The group is kind of in the cyclical side and it is lagging. Doesn’t expect it to be affected much by a bear in the market. Had a higher low. | 2006-12-06 | |
| BUY | 33.220 | Paul Harris, CFA | Large cap company, is fairly cheap.
High end, well run company. Prefect time to get in, if looking for a long term investment. | 2006-09-26 | |
| DON'T BUY | 32.300 | Peter Hofstra | Fairly diversified company. One concern is that they have benefited tremendously over the last few years from the wireless industry. 10% of their semiconductor manufacturing has gone to Nokia (NOK-N). Have had to outsource their business so don't make as much money as if they did it themselves. Ownable but would like it a little bit lower. | 2006-08-29 | |
| BUY | 31.050 | Howard Sutton | Likes this company as a long-term holding. Not a bad time to take a position. A great company. | 2006-02-09 | |
| PAST TOP PICK | 21.380 | Ian Ainsworth | (A Top Pick July 13/04. Down 2%.) Still likes. Still suffering from inventories in the semi-conductor supply chain. Well positioned in some of their products. Likes their DLP technology in television and they are the only supplier of DLP chips. | 2005-01-20 | |
| WEAK BUY | 23.970 | Brad Willock | Has had a good move. Widely diversed in the types of chips they sell. Valuation isn't too bad. Would put more money into industrial types of companies rather than technology. Keep it on a short leash. | 2004-11-10 | |
| DON'T BUY | 22.310 | David Chapman | Forming a base, but bases tend to take a long time to form. May recently have had a slight breakout. | 2004-10-22 | |
| BUY | 21.940 | Brian Acker, CA | Looks very interesting at this price. | 2004-09-10 | |
| BUY | 18.830 | David Baskin | Have a lot of unique devices that sell at higher margins. Probably a good buy at this point. | 2004-09-09 | |
| BUY | 20.340 | Norman Levine | It is a great company. However, it has been doing poorly, and it will continue this down trend because semi-conductor is too high. | 2004-08-27 | |
| TOP PICK | 19.850 | Reza Samahin | A clear leader. Stock has been under pressure because of the wireless side. Inventories are high. Trading at a low multiple now. | 2004-08-19 | |
| DON'T BUY | 18.440 | Brad Willock | Trading at around 18 X next year's earnings. Has an excellent set of products but their main exposure is cell phones and their biggest customer is Nokia. | 2004-08-13 | |
| BUY | 18.540 | Steve Gold | Off about 42% this year. Longer term, money will flow back into technology and this company will be at the front of the line. | 2004-08-11 | |
| DON'T BUY | 21.140 | David Chapman | There is a downtrend in place along with a bear channel. There's no indication that it is making a bottom. | 2004-07-16 | |
| TOP PICK | 22.420 | Ian Ainsworth | (Past top pick Mar 26/04. Down 22%.) Still likes it. No reason for it to have sold off. Diversified across a number of industries. | 2004-07-13 | |
| DON'T BUY | 22.610 | David Baskin | There are a number of downgrades in the semiconductor industry based on soft orders. The whole sector is facing soggy demand right now. | 2004-07-07 | |
| BUY on WEAKNESS | 24.110 | Paul O'Neil | Very well-positioned in the hand set market. We'll have a 20% hit on earnings once they expense their options. Based on this, their valuation is not as attractive as Intel's. Would be interested at $1/2 lower. | 2004-06-24 | |
| WEAK BUY | 24.110 | Reza Samahin | Well-positioned in both HDTV and RFID but these areas are relatively small. To get a pure play, would look at others. Likes it for the long term. Short term, there is some concern on the wireless side. | 2004-06-24 | |
| DON'T BUY | 26.110 | Norman Levine | Trades almost identically with the semiconductor index. The multiple on these stocks is out of whack with the earnings growth. Expects further weakness. | 2004-05-28 | |
| BUY | 24.940 | Paul Harris, CFA | One of the best chip companies around. Has great technology. In the right area. There was a huge run-up in the semiconductor area and there is now a pullback. A good stock for a long-term hold. | 2004-05-21 | |
| BUY | 25.420 | Reza Samahin | Very well-positioned in a lot of the growth areas. Have dropped quite a bit because of the fears that Nokia their orders. Good price. | 2004-05-07 | |
| TOP PICK | 27.350 | Ian Ainsworth | Semiconductors are in a bull cycle. Estimates are being revised upwards for capital spending in telecoms, PC sales, handset sales and digital TV. This company should benefit from this. | 2004-04-20 | |
| TOP PICK | 30.410 | Ed Brown | | 2004-04-02 | |
| TOP PICK | 28.590 | Ian Ainsworth | Has put together a good portfolio of products for this semiconductor cycle. A good time to buy. | 2004-03-26 | |
| HOLD | 31.220 | Paul Harris, CFA | Like the wireless sector. Wouldn't buy a lot. Hold | 2004-02-09 | |
| BUY on WEAKNESS | 27.010 | Paul O'Neil | Just announced very good numbers. Wireless is doing well. Would prefer to buy in the low $20’s. Well positioned. | 2003-10-22 | |
| DON'T BUY | 26.030 | Paul O'Neil | They heavily invested in products and leading edge foundries during the downturn so costs will be lower when earnings turn. Not cheap. Would consider at $20. | 2003-09-08 | |
| DON'T BUY | 24.160 | Ross Healey | Strong technical resistance at about $24/25. Trading at 4 X book value. Fair Market Value is about $16. Unsupported by its fundamentals. | 2003-09-04 | |
| DON'T BUY | 22.680 | Gavin Graham | Has had a decent rebound.A very expensive stock.A world-class company with good technology. | 2003-08-26 | |
| DON'T BUY | 15.900 | Brian Dawson | Sensitive to cell phones. Will take a while. | 2003-01-31 | |
| BUY | 15.740 | Ray Steele | A good investment. | 2002-12-20 | |
| BUY | 15.890 | John Sinkins, CFA | Solid company. Well diversified. | 2002-10-02 | |
| DON'T BUY | 15.100 | David Burrows | Wait for the sector to start to strengthen. | 2002-09-24 | |
| DON'T BUY | 18.620 | Robert McWhirter | Ranks in the lower part of their database. Too early yet. | 2002-08-03 | |
| BUY | 32.130 | Neil Murdock | Great business. Had a good quarter. | 2002-04-15 | |
| DON'T BUY | 31.500 | David Burrows | Not in an upturn yet. | 2002-02-15 | |
| DON'T BUY | 26.410 | Gavin Graham | Semiconductors need a recovery and they are too expensive now. | 2002-01-15 | |
| BUY on WEAKNESS | 26.500 | Howard Sutton | Great management. Good long term hold. | 2001-12-20 | |
| BUY | 31.910 | Brendan Caldwell | Just broke through its 200 day moving average. | 2001-11-08 | |
| WAIT | 23.900 | Brian Acker, CA | Waiting for it to reach $18.30. | 2001-09-19 | |
| DON'T BUY | 33.960 | Brendan Kyne | Likes the company, but there is no rush to buy. | 2001-08-23 | |
| DON'T BUY | 33.140 | Gavin Graham | Needs tech recovery. AT least a year. | 2001-07-12 | |
| TOP PICK | 31.130 | Ian Ainsworth | Well positioned in DSP space. (converting analog to digital) Handset sales will drop. | 2001-06-18 | |
| BUY | 35.450 | Neil Murdock | Have started buying as they are starting to see some value. | 2001-04-12 | |
| DON'T BUY | 28.260 | Robert McWhirter | Good product range, but at the bottom of his database requirements. | 2001-04-06 | |
| BUY | 38.810 | Michelle Calpin | Demand is down for PC semiconductors and more into communication semiconductors. Intel not strong here. | 2001-03-23 | |
| BUY | 31.350 | Gavin Graham | Prefers over Intel because of market negativity on semi conductors versus hand helds | 2001-03-16 | |
| WAIT | 29.150 | Brendan Caldwell | Expects them to recover. | 2001-02-26 | |
| BUY | 47.000 | Noah Blackstein, B.A., CFA | Well managed company. | 2000-10-30 | |
| WAIT | 49.000 | Scott Morrison | Dropped based on forecast of reduced demand on handsets. Wait for next generation of handsets | 2000-10-23 | |
Experts that have talked about Texas Instruments
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