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Technology Stocks : CRUS, good buy?
CRUS 142.06+0.7%Feb 12 3:59 PM EST
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To: Calvin Scott who wrote (5683)4/23/1998 6:43:00 PM
From: Synapsid  Read Replies (1) of 8193
 
Last fall, a SEC filing mentioned that Cirrus had renegotiated its contract with Taiwan Semiconductor Manufacturing Co. (TSMC), so that it would no longer be obliged to purchase a certain amount of capacity, but instead would pledge to manufacture 50% of external capacity needs (not met by MiCRUS or Cirent) at TSMC.

I interpreted this to mean that Cirrus was moving quickly to manufacture all of it chips at MiCRUS and Cirent, as you suggest.

However, that leaves the question of why there is still a big undercapacity problem. Maybe the added capacity at Cirent caused overcapacity, even with all chips manufactured in the joint ventures? Perhaps they could not transition products manufactured in Taiwan to the joint venture fabs quickly enough? Of course, high inventories and anticipated short-term decline in mass storage volumes are the major factors though.
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