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Technology Stocks : CRUS, good buy?
CRUS 141.97-0.1%2:47 PM EST

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To: ted quinn who wrote (5670)4/23/1998 9:44:00 AM
From: clark readler  Read Replies (1) of 8193
 
Ted,

Appreciate your comments, even though I thought you had a lot nerve to tell everyone a year or two so ago that CRS would be trading at $10. Really!

A question concerning the write off for under utilization of the fabs; suppose that the fab over capacity ended tomorrow. Wouldn't that add significantly to the bottom line? Therefore, isn't CRUS somewhat of a "play" betting on a positive outlook for the fabs?
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