CRUS, good buy? Message Board

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Technology Stocks : CRUS, good buy?

CRUS 127.36

-2.5%

Jan 23 9:30 AM EST

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To: David B. Higgs who wrote (5817)	5/11/1998 2:33:00 AM
From: cbstock	Read Replies (2) of 8193

Hi David, A lot of the company takeover strategy is a mind game. Many folks give the senior mgnt of any company more credit than they deserve and over estimate their sources of info. It seem that TEO, because he has been an investor in undervalued companies before, and runs several others understands a lot about psychology. The management of CRUS are hearing this at the same time we are also there are a lot of SEC rules about insider knowledge and trading. These guys running CRUS are a bunch of engineers and think like engineers (I am one too)retired and we are very rigid in our thinking. Good for engineering but bad for business!! I believe as a business man TEO is using the press and even some of us to publicly pressure the senior management to really get serious about this company. Teo doesn't need to own the shares in a proxy fight. He is setting the stage to have many of the MF and institutions that own stock, vote their shares with him and not with Hac and Co. How many of us would go with him???? I sure would throw my small 1K shrs in the pot. ...Anyway, it is fun to discuss and see if we are right. REgards cb

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