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


To: ptrader who wrote (7473)2/5/2000 7:47:00 AM
From: Sosmartinov  Read Replies (1) | Respond to of 8193
 
Now that I'm in CRUS for my third try, at least, to make a profit: the data is appreciated but the msg from Wall Street is that fundamentals don't count. I'm in cuz this stk is finally beginning to get some momentum and some good press which should preclude those cute little "dips" of the past. The run up this wk on no news, as reflected in the TA on CRUS should make the next wk or so interesting, ie. somebody's buyin' a lot of CRUS for some reason.



To: ptrader who wrote (7473)2/5/2000 4:37:00 PM
From: Toni Wheeler  Respond to of 8193
 
Thank you once again, ptrader!!

This article supports your excellent research and earning estimates:

Productivity is surging

Sat Feb 05 01:02:00 EST 2000

<<<Feb. 04, 2000 (Electronic Engineering Times - CMP via COMTEX) -- Good news for the chip design community: Design productivity is on the rise. After languishing for several years at a compounded annual growth rate (CAGR) of 24 percent, the figure now stands at 35 percent CAGR. This data comes from a collective average among companies using a common approach to measure design productivity and
includes the likes of AMD, Cirrus Logic, Conexant, Ericsson, Fujitsu, Infineon, LSI Logic, Matsushita, Mitel, Motorola, Mosaid, NEC and Philips. Increased design productivity stems from reduced engineering labor per unit of output. In fact, the average engineering effort expended per chip-design project is falling....>>>

ragingbull.com



To: ptrader who wrote (7473)2/5/2000 4:43:00 PM
From: Toni Wheeler  Read Replies (2) | Respond to of 8193
 
Volume shipments of ADSL processor begin

Sat Feb 05 00:44:00 EST 2000

<<<Feb. 04, 2000 (Electronic Buyers News - CMP via COMTEX) -- Basis Communications Inc. has begun volume shipments of its host processor for LAN/WAN, broadband, and related applications. The company's Service-Specific Network Processor is initially being targeted at the asymmetric digital subscriber line market, according to the Fremont, Calif.-based spinoff of Cirrus Logic Inc. Based on a
32-bit RISC chip from ARM Ltd., the integrated processor includes an embedded ATM device, a TCP/IP protocol stack, and a real-time operating system. The processor is $20 in volume.>>>

Did Cirrus retain a percentage interest in Basis Comm?

ragingbull.com