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Technology Stocks : CRUS, good buy? -- Ignore unavailable to you. Want to Upgrade?


To: Synapsid who wrote (6980)6/16/1999 7:54:00 PM
From: Robert Salasidis  Read Replies (1) | Respond to of 8193
 
What I wonder is with capacity utilization likely to pick up (assuming the growth in semiconductors is as LSI predicts over the next few years), it is potentially in CRUS interest to wait as the value of the fab would increase. My impression is that IBM would have one better to have bought it 6 months ago when there was a lot of doom and gloom.