CRUS, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CRUS, good buy?

CRUS 122.52

-2.8%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Calvin Scott who wrote (5361)	3/20/1998 12:02:00 PM
From: Bosco	Read Replies (2) of 8193

Dear Calvin - regarding PII/333 price cut, it will certainly increase the pressure for the whole x86 market; however, CRUS, SIII etc may actually benefit from the increase production (sale driven) of the box makers. Sure, the box makers may demand some concession from the component makers, but the decrease of the CPU price, still one of the costiest component of the box, will actually lend some reduction of pressure as the box maker's margin can be tempered by INTC's move. JMHO rgds Bosco

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next