SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CRUS, good buy?
CRUS 122.48-2.8%Dec 12 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Calvin Scott who wrote (5361)3/20/1998 1:35:00 PM
From: Synapsid   of 8193
 
Well, the way I look at it Intel is taking the lion's share of
chip revenue and profit from the average PC. It would be good to
see some of that profit shift to peripheral chip suppliers. Of
course, this is precisely what Intel tries to prevent in every
possible way.

At least the fast transition to PII-based PCs in the corporate
market helps Cirrus' PC product revenues in the short term,
even though the margin on the CL-GD5465 AGP graphics device
is apparently not that great (apparently because of design, not
price).

Another news item, Rockwell warned of increased price pressure for
V90-based modem chips going into the next few quarters. Who is competing here? Is Cirrus playing a role? I believe Cirrus has some opportunities in this area.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News