CRUS: Can they restore investors' confidence? Message Board

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Technology Stocks : CRUS: Can they restore investors' confidence?

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To: jason who wrote (8)	1/25/1997 3:02:00 PM
From: johnd	of 23

Jason & Bluesky: MiCRUS deal was entered in late 94 to early 95. The deal was not bad. It is a "Take it or pay it deal" i.e. either CRUS takes a given number of wafers every quarters or else they must pay anyways. This is what CRUS means by underutilization. If and when revenues keep increasing, this effect should go away. Cirent is a similar deal like MiCRUS. Both ventures are moving into .35u. That is a good sign. Keep in mind that there is a learning curve with FABs and it takes a few quarters. I do expect benefits due manufacturing efficiency for CRUS in fiscal 98. johnd

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