Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frank Povoski who wrote (4881)	1/23/1998 9:16:00 PM
From: Synapsid	Respond to of 8193

I had not anticipated that Cirrus would be losing a disk drive design in the transition to 2.1 GB drives (I think they have also gained designs). Curious that Cirrus says regained this customer for the "second half of 99" (or is it CY 98)? Hard to guess who it is though. RDRT (head maker) announced 2.1 GB/platter contracts with WDC, Maxtor and Samsung. One would assume they would use the Cirrus chip. Perhaps Seagate has developed its own chip. Maybe it's Fujitsu. The next generation disk drive designs looks promising though (new read channel chip). CD-ROM should also provide some upside to mass storage, given that they have controller design wins for 32x CD-ROM drives which were implied in SEC documents last year. In the annual shareholders meeting, Hackworth had high hopes for optical storage (CD-ROM and DVD).