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Technology Stocks : Cirrus Logic
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To: Taby who wrote (80)1/2/1997 8:10:00 PM
From: johnd   of 110
 
Investor relations indicated:

Earnings will be released during 3rd week (no fixed date yet).
Fact that no pre-warning is positive. Pretty sure that they
would have profits. Don't know the level of profitability.

Currently the whole multimedia sector is down, due to lack
of visibikity on this past quarter as well as Fear (due lack
of market knwoledge) on what MMX means to this market.

Actually MMX implies, even more need for 3D accelerators in 97.
The better the 3D performance (higher memory bandwidth with
RDRAM), the better the product.

The last hanging cloud is Intel's Auburn. Even if this takes
market share away at the high end, I just don't see it for
another year or two. Actually I believe intel is trying to do
this to raise the bar and create market demand and this eat
into UNIX desktop market.

johnd
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