CRUS, good buy? Message Board

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Technology Stocks : CRUS, good buy?

CRUS 126.99

+1.3%

3:32 PM EST

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To: Grand Poobah who wrote (5447)	3/30/1998 6:49:00 PM
From: Synapsid	of 8193

On the CD-ROM controller front, OAKT has had a commanding market share. However, Cirrus announced an Ultra-DMA part in June (OAKT just recently) and secured design wins from two top-5 CD-ROM manufacturers (quoted from SEC notes, conf call), including Acer/A-Open. OAKT has had trouble maintaining market share, also because of Asian competitors (UMC? Sanyo?), resulting in massive price declines for CD-ROM controllers. OAKT is leading in fully integrated CD-ROM silicon though (24x product announced this year with integrated servo/DSP). I don't think Cirrus is getting serious gains from optical storage yet, but this DVD product is very promising. I noticed a 4.5x DVD speed -- is this enough for Christmas?

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