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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: feltburner who wrote (4873)1/22/1998 7:52:00 PM
From: Frank Povoski  Read Replies (1) of 8193
 
I listened to the CC and Kelly talked about a customer that they were ramping out of and then into again in 2nd half 99. Does anyone know who that was. I assume WDC. It sounds like the new architecture will be good. The 10% customer were Seagate and WD.

Comments as I listen
Manufacturing
Cirent - well above 50%
MiCrus -

Doesn't forcast any inventory write-offs.
Some of these analyst have their heads up their butts.
I should stop designing ASICs and become one (Maybe more money).
Sub-1000 for real and more important.
New DVD product (Kelly quote "gainbuster product").
In RCA webtv like product. I thought it was DEC 710 ARM.
Disk Drive channel had some accumulation, but not too bad.
Repositioning has caused some of the problems.
3GB and above no serious accumulation.
Now up is Drew Peck.
Cost reductions in decrete parts
Interest expense at $1m
Alfred Teo says Hello and congraduations. What nationality is he?

Robert from H&Q
TI say high end from TI is picking up.
TI is not serious competitions. Who is the best competition?

Next Guy

Plans for $6.00 in cash. Asked about share buyback and Kelly would not comment.

Advance technology that really changes the rules in MS.

If you take out MS would they expect growth in 99?
growth in-line with industry in other divisions.
March quarter is not as robust as DEC quarter.

Alias Musa:
Primary shares declined. But this is the same as diluted numbers a required change.

Sorry about this mess but you might gather something from it if you don't call the conference recording.


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