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Technology Stocks : CRUS, good buy?
CRUS 123.21-0.1%Jan 16 9:30 AM EST

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To: JF2155 who wrote (5879)6/1/1998 3:50:00 PM
From: Terrapin  Read Replies (2) of 8193
 
Who are the customers for the cable modem chip and what other suppliers do they have? CRUS was supposedly positioned well for X2 modem chips but TI stole their thunder.

It looks like all the semis and semi-equips are getting clobbered so this decline may not be company-specific. If you still have faith (as I do - barely!) then this is as good a time as any to add to your positions (IMO). CRUS is falling least because most of the air has already been let out of the price. I'd still love to hear about the Teo meeting.

John
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