sw,
CRUS : formerly on INDEX #2 [ perhaps I was a TAD early -gg-]
1. chart lookin' mighty fine...:
finance.yahoo.com
2. astute observations, predictions and analysis from savvy posters right here on SI CRUS thread (as well as on Yahoo! thread)....for instance:
Message 12791954
<<<To: pokysconductor who wrote (7479)
From: ptrader Sunday, Feb 6, 2000 ÿ5:13 PM ET
Reply # of 7515
Let me give you some yardsticks. In volume desktop drives with 1 platter/2 heads, the electronic content is about 20-25% of total cost. For example, a drive that cost $80 to build, about $16-20 dollars is electronics today. To get the chip(s) cost subtract about $2-4 dollars. This percent will continue as drive cost comes down. This cost will bottom at $12-14 in the next few years. Again, this is for the lowest cost disk drives, not highend or mobile.
I think it will be hard to capture 50% of this business, a better number is 30-40%. Your EPS number is too high for this business. But, the units continue to grow producing a very nice increasing business going forward.>>>
3. GREAT potential....:
ragingbull.com
<<<Productivity is surging
Sat Feb 05 01:02:00 EST 2000
Feb. 04, 2000 (Electronic Engineering Times - CMP via COMTEX) -- Good news for
the chip design community: Design productivity is on the rise. After languishing
for several years at a compounded annual growth rate (CAGR) of 24 percent, the
figure now stands at 35 percent CAGR. This data comes from a collective average
among companies using a common approach to measure design productivity and
includes the likes of AMD, Cirrus Logic, Conexant, Ericsson, Fujitsu, Infineon,
LSI Logic, Matsushita, Mitel, Motorola, Mosaid, NEC and Philips. Increased
design productivity stems from reduced engineering labor per unit of output. In
fact, the average engineering effort expended per chip-design project is
falling....>>>
edtn.com
<<<--Chip industry set global sales record in 1999, according to SIA--
December chip sales of $4.7 billion capped a strong year for chip
makers, as the market as a whole set a revenue record of $149 billion,
according to a report released today by the Semiconductor Industry
Association. Worldwide sales of semiconductors rebounded sharply in
1999, climbing 18.9% annually as demand surged for applications within
the Internet infrastructure, e-commerce, and wired and wireless
communications markets, the SIA wrote in its year-end report. "We
witnessed across-the-board growth in all markets, and product demand
was strong in all regions of the world," said SIA president,
George Scalise, in a statement.>>>
AND, nothin' like a juicy p r o b a b i l i t y...:
Message 12854877
<<<To: ptrader who wrote (7509)
From: ptrader Saturday, Feb 12, 2000 ÿ5:32 PM ET
Respond to Post # 7512 of 7515
There seems to be some interest in the Sony Playstation design win. Where did this info come from? Well, Dave French announced this in one of his employee meeting in the last few weeks. He did not give any details, but was very pleased with this design win. CRUS has a very deep relationship with Sony. I know of numerous design activities between CRUS and Sony. French wants to span consumer to PC to communications products for CRUS. In addition, he has alluded to some "deals" in the works. I do expect CRUS to go debt free this year with about $300-400m in the bank. This should move CRUS stock above it's high in 1995.>>>
Hmmm....I think it just might qualify for POW status....?
My best,
T.
p.s....thanks, ptrader!! |
