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Technology Stocks : CRUS, good buy?
CRUS 123.21-0.1%Jan 16 9:30 AM EST

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To: agiak who wrote (4863)1/22/1998 10:51:00 AM
From: Synapsid  Read Replies (2) of 8193
 
I agree that Cirrus' customers in Asia (apart from Dell, IBM, Compaq, HP motherboard contracts) are strong international companies that are relatively well-positioned to whether the crisis there (Fujitsu, Sony, NEC, Acer, Samsung). In particular Cirrus' exposure to the relatively volatile add-in card market is very limited. Most of the Asia exports are for mass storage products which serve the global market and have great growth potential for Cirrus.
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