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Technology Stocks : CRUS, good buy?
CRUS 121.29+0.1%10:41 AM EST
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To: ptrader who wrote (7563)2/29/2000 6:37:00 PM
From: Synapsid  Read Replies (1) of 8193
 
Thanks for your description of where CRUS stands in DVD technology. Obviously DVD technology is taking off pretty strongly right now with booming DVD player shipments and a DVD-ROM market that continues to grow, albeit slower than expected. It looks like for DVD "front-end" chipsets (DVD-ROM functionality), Cirrus' chip that was announced in 1998 is still leading in terms of integration multiple functions into a single chip. Every DVD player also ships with such a front-end chipset, plus back-end video/audio decoding.

Because currently shipping front-end chipsets have several chips and are not very cost-effective, I believe that when Cirrus starts producing these chips they will be in high demand, especially given the partnerships with major DVD technology providers that you alluded to. Would be a shame if they didn't make Sony's PS2 though.

However, I think there are also challenges in CRUS' optical storage business, one of which is competition from OAK Technology (OAKT). They have a highly integrated CD-RW controller chip that has been selected by 5 of the top-7 CD-RW manufacturers, and they are "working on" Sony which continues to use Cirrus' CD-RW controller. I posted a summary of a presentation by the OAKT CEO to the OAKT thread recently. OAKT also plans to announce a DVD related product in March (probably a front-end chipset like Cirrus has, although OAKT also has MPEG2 audio/video decoder technology). CD-RW is growing fast enough that CRUS may continue to sell a lot of CD-RW chips for a while, but they seem to have lost the technology lead in CD-RW at this moment.
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