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Technology Stocks : CRUS, good buy?
CRUS 120.87-0.6%Dec 26 9:30 AM EST

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To: ELH1006 who wrote (8153)10/23/2003 8:51:57 PM
From: pokysconductor  Read Replies (1) of 8193
 
Eddie,

Did you listen to the conference call? It was pretty good. In fact it was very good.

A summary.

Design wins in cars just starting.

Upgraded the high gross margin drilling and power market chips. Those new chips though small in revenue will start to ship this quarter in much larger numbers.

Three design wins for the audio MP3 market now in production. The first one is selling in the market place now.

The DVD recorder market is just starting. The two design wins that are really making product are selling units at 380 or so very fast.

The audio receiver business has several new wins with product that is really up to date in functions.

The audio business in general is coming back alive.

Over the next few quarters, gross margins are expected to increase at least through March end quarter. They are upped more this current quarter.

Alot was said about the drive DVD business and the direction of those products.

You should go listen if you haven't. It is worth the time.

Regards,

Pokyscon.
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