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Technology Stocks : CRUS, good buy?
CRUS 121.14+1.0%Dec 19 9:30 AM EST

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To: Phantom Dialer who wrote (5319)3/15/1998 5:45:00 PM
From: David B. Higgs  Read Replies (1) of 8193
 
Phantom,

I'm not trying to defend Richard Surckla as he is fully capable of doing that himself but stop and think about the Teo/Arnold relationship for a minute.

We have Teo who has invested around $60 million in CRUS. No one will disagree that this gentleman has a plan/vision for this investment and I think we can all agree on the intelligence of Teo. On the other hand we have Arnold, a 24 year old who writes 42 page reports, advises CRUS on its mergers and acquisitions strategy (and even locates suitable takeover targets) and posts daily updates on the internet.

Why would Teo call Arnold and provide "confidental" information and not expect to see it posted on Arnold's web-site. Writing is what Arnold does best. What does Teo gain out of this conversation? This defies any level of logic.

My personal opinion is that Arnold has devised a brilliant plan to get noticed by Cirrus thereby improving his odds of gaining employment there. My hat if off to him due to his unique approach, but I can't place much value in his analysis skills, or his new found association with Alfred Teo.

Regards
Dave
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