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Technology Stocks : Cirrus Logic

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To: Taby who wrote (99)1/5/1997 12:28:00 AM
From: David Russell Coburn II   of 110
 
Taby,

Whats your take on CRUS regaining video market share lost to S3.
Also do you see anything on the horizon overtaking 3D. I use the SSG and am starting to realize that it is a good method to forecast future growth for companies that have been pretty consistent in a not so volatile industry (technology can get outdated overnight). Cirrus is not one of these companies. I'm trying to work up some equations to modify EPS and Revenue growth estimates that take new technologies, competition, history(SSG main basis), etc into account more accurately. Any ideas?

Also what do you think of ECILF and VSH?

DRC
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