CRUS, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CRUS, good buy?

CRUS 125.62

+1.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Calvin Scott who wrote (5955)	6/24/1998 3:34:00 PM
From: Terrapin	Read Replies (1) of 8193

Got this from an article at CNET.com. It is in direct reference to the TCOMA/T merger and its effect on ATHM, however it alludes to a market that Cirrus is targetting. Aside from Teo's possible motives on the breakup value of CRUS I have a hunch he saw this coming: "AT&T, however, sees @Home as a way to help provide what the industry calls the elusive "last mile" of connectivity to its customers for Net access and phone service. Although still in the embryonic stages, @Home is helping to develop the next-generation set-top television box(!!!!) that is supposed to become the "network hub of the home,"(!!!!) offering TV as well as video on demand, in addition to email, Internet browsing, and telephone connections.(!!!!!!!!!)" A set-top box as a home network hub. This will eclipse PC ownership as families opt for different combinations of the above services. Word from the tech people is that Cirrus has always had some of the best technology; hopefully Teo can place the company (and us) in the proper strategic place to get our chips in these boxes and devices. I agree that management has fumbled badly but the market they are aiming at is enormous. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next