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Technology Stocks : CRUS, good buy?
CRUS 142.06+0.7%3:59 PM EST

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To: Synapsid who wrote (5680)4/23/1998 12:11:00 PM
From: Calvin Scott  Read Replies (1) of 8193
 
Syn,

Indeed "aggressive attempts to increase the fab utilization would lead to even lower margins for the PC products". But, utilization of the fabs would equate to less money going down a rathole to pay for unused capacity. I don't think its an apples to apples comparison. CRUS has been stuffing this under-utilization rathole for over three years. I don't think they have actually utilized there jv's efficiently since they started them. Why do you think they sold most of their interests in Cirent?

I say, damn the margins, lets get these fabs going and worry about margins later

Calvin Scott
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