Texas Instruments Inc. (TXN)

All Comments on TXN

  • commenter
    stkmentor
    Mar 13 09:26 AM
    Fast Money Recap: 3/10/08: Financial Ruin [view article]
    Excellent summary of TV's most informative and useful show. Looking forward to more daily summaries. I can't take notes fast enough during Fast Money. Reply
  • commenter
    samij
    Mar 13 09:13 AM
    Mobile Handset Volumes: When is the Point of Inflection? [view article]
    one further thing to consider is how the seasonality affects the mobile phone sales: during 4q the sales volume comes from europe and usa (holiday sales), while in 1q the asian markets are of importance (chinese new year being the key). 3g is less important in the product mix in asian markets, while in european markets such a feature is taken for granted.

    so for 1q mobile phone sales the 2g chip manufacturers are to be watch for indicator, while 4q those indicators were found from 3g chip manufacturers forecasts.     Reply
  • commenter
    GREENLANTERN
    Feb 28 12:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    iF WE HAVE BILLIONS OF CUBIC FEET OF NATURAL GAS RESERVES?/WHY NOT UTILIZE IT TO RUN OUR CARS AND TRUCKS,ECT,ECT?CONSPIR... BY CONGRESS AND BIG OIL/ WE CAN BRING THE OIL COUNTRIES TO THEIR KNEES OVERNIGHT OR WOULD IT RUIN THE AMERICAN ECONOMY?JUST A THOUGHT, AS IT WILL BE HALF THE PRICE OF OIL TO UTILIZE THESE RESEVES AND IT IS A GREEN FUEL.AS USUAL THE AMERICAN PEOPLE IF HAD THE CHOICE WOULD PAY A PREMIUM TO STOP MONEY FLOW TO CHAVEZ ,AND OIL TERRORIST COUNTRIES,BUT HAVE NONE AND OUR WALLETS AND ECONOMY IS BEING HELD HOSTAGE TO OIL AND OIL BIG SHOTS.I WONDER IF THERE IS A CHAMPION OUT THERE INTERESTED IN MAKING LOTS OF MONEY AND PROVIDING THAT CHOICE? Reply
  • commenter
    scorpion
    Feb 27 11:52 PM
    Wall Street Breakfast: Must-Know News [view article]
    they should ban F-ing msft altogether Reply
  • commenter
    Tom B
    Feb 27 09:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    Well, I guess today's bright spot is the EU fine for MSFT, although that's like pocket change to them.

    I think Ben is nuts if he does another rate cut. I think I'll start papering my bird cage with worthless US dollars.

    Glad I'm not in AMGEN; I'm not likeing Big Pharma in general these days. Much more bad news in that sector than good.     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Feb 19 11:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    Indeed, CrossProfit. Great call! Reply
  • commenter
    CrossProfit
    Feb 19 09:21 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    "Iron ore price soars"

    Seeking Alpha readers were aware of this trend already back in October 2007.

    See:
    www.crossprofit.com/ar...
    or
    seekingalpha.com/artic...

    "A risk to our assessment for CLF (not the price of iron) is that current Australian port infrastructure may not be capable of handling much more volume without upgrading. This could take two years, postponing further benefits from the Australian acquisitions."


    The trend was clearly pointed out again in a follow-up article in December 2007.
    See:
    www.crossprofit.com/ar...
    or
    seekingalpha.com/artic...

    "In general, prices reset in January every year for iron pellets on all long term contracts. Different formulas are used for the various contracts with a partial resetting done on a quarterly basis...

    Australia Portman acquisition benefits from hedged exchange rate and there should be a large price increase coming through in January"

    There were at least two opportunities to go long below $95 since the first article and one opportunity since the second. We reiterate the closing paragraph from the first article;

    "Should both iron ore and coking coal live up to predictions, we could see CLF trading at $160 in 2008."

    CrossProfit (consensus)     Reply
  • commenter
    Pesel
    Feb 12 09:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    That's the problem, companies are still in the GREEDY mode, looking for profitability any way they can---while they should be looking at the fundamentals of survival...or at the very least looking at how they became a successful company to begin with---quality product or service, efficiency, good management AND NO COOKING THE BOOKS! Reply
  • commenter
    Tom B
    Feb 12 09:12 AM
    Wall Street Breakfast: Must-Know News [view article]
    "BlackBerry goes black - again. For the second time in 12 months, Research In Motion (RIMM) was hit with an extended outage to its BlackBerry email service, a development which threatens to undermine its high-profile reputation."

    This is actually GOOD news, because it will favor less proprietary systems, like the iPhone.     Reply
  • commenter
    Inv Mex
    Jan 29 10:06 PM
    Jim Cramer's Mad Money Lightning Round, 1/28/08: Deep in the Heart of Texas Instruments [view article]
    Who listens to Cramer anymore? Reply
  • commenter
    Big G
    Jan 24 01:52 AM
    Wall Street Breakfast: Must-Know News [view article]
    Saw a title with 'circuit breaker' in it then it was gone while i was scanning titles ----- wanted to comment on it. Very impt. at this point of mkt. action. Reply
  • commenter
    Long-Short
    Guy
    Jan 23 03:45 PM
    Wall Street Breakfast: Must-Know News [view article]
    So the day ends with stocks up, oil down. What a contradiction: oil is down because we're entering a recession so demand for oil (and its price) will fall. But stocks are up... Reply
  • commenter
    Swedish
    investor
    Jan 21 04:35 AM
    How Exposed Is Tech to Debt Troubles? [view article]
    Has anyone checked the facts ? Under Yahoo finance key statistics many of the above high debt to equity actually had very nominal debt, nowhere near the levels in the article Reply
  • commenter
    Long-Short
    Guy
    Jan 20 04:10 PM
    How Exposed Is Tech to Debt Troubles? [view article]
    One other comment: v interesting to see Dell with a high debt-to-equity ratio. That will certainly get the value guys to sit up. Reply
  • commenter
    Long-Short
    Guy
    Jan 20 04:10 PM
    How Exposed Is Tech to Debt Troubles? [view article]
    This is interesting, because it's a kind of "reverse value stock" approach -- avoid companies with high cash-per-share. I guess the logic is that if cash accounts for most of the company's earnings, it shows that there isn't much of a real business there other than the cash.

    As if MOT doesn't have enough problems already.     Reply
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