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To: Patrick Slevin who wrote (10355)	12/16/1997 12:13:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--My sincerest apologies. It's been awhile since I left out a symbol. It was more of a Freudian slip since I am not really interest in STM as an investment as much as a bellwether of the industry. However, for the offense, I offer a 5 day old opinion. Wednesday, December 10 [California Technology Stock Letter] Cirrus Logic (CRUS) 12 7/8 down 1 1/8, introduced a newhighly integrated controller-less chipset for the X2-basedmodem market. The chipset is software-upgradable in casethe competing K56flex standard is chosen as the 56 kbitmodem protocol. At Comdex, CRUS showcased a new system architecture forthe sub-$1,000 PC market. It's a closed-case designoptimized for Windows 98 that includes audio, graphics andtelephony capabilities-everything needed for a low costmultimedia platform. With announcements like these and a strong PC Christmas, the stock won't last long under 14. Takeadvantage of any weakness and add to your positions for a target of 28. The above is just additional fodder for the COMS comment I made previously. This is a small part of the business for CRUS since it also has other areas of IC expertise. The Cirrent venture is still waiting to go forward full throttle. Remember, this is a JV between LU and CRUS and is a new 8" fab "all dressed up" but not fully clothed or going to the major dance yet. Andrew