CRUS, good buy? Message Board

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Technology Stocks : CRUS, good buy?

CRUS 123.89

+0.5%

2:04 PM EST

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To: Mark Reier who wrote (5036)	2/17/1998 2:52:00 PM
From: Terrapin	Read Replies (2) of 8193

Hi Mark, I'm addressing this to you even though I realize that it might not be prudent for you to comment on what I am going to say. Thanks for lending your insight. I think we can be pretty sure that Mr. Teo is not purposely losing money to offset a gain so I hope we can move on from that. We have a company that has been restructured into four business units. We have a new, large shareholder known for his good business sense and long-term investing style. We are unsure of the amount of influence that he has but since it does not appear that the board or management owns a great deal we might assume that Mr. Teo could be an active shareholder. We have an unconfirmed report that money managers (or market makers; I'm not sure what MM stands for) are buying large blocks of stock. From these (and maybe other) observations it appears that this company might be in play. If so then is this consistent with his investing style? Does Mr. Teo have controlling interest or seats on the board of any company he might want to mate with this one? I realize that I've dived into the deep end where only rumor and speculation reside. All we can do I suppose is wait for changes to the board, spin off and merger announcements and what else? In any case I am having a hard time coming up with a scenario where a long-term holder with a cost-basis below Mr. Teo could lose any money. Any come to mind? Sincerely, John PS: Synapsid: I'm glad you took it as a compliment - that's how it was intended :)

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