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

To: Robert Salasidis who wrote (4986)	2/9/1998 8:16:00 PM
From: Synapsid	Read Replies (1) \| Respond to of 8193

The conference call mentioned 85% of modem chip unit volume (which increased sharply last quarter) was still V34 (33k6). Cirrus only sells x2 to Newcom and some other small companies many of which also have Rockwell models which they ship in greater numbers. Rockwell (K56Flex) has succeeded in becoming the de-facto standard for "generic 56kbps" modems from Asia, which ironically are sold to markets which have little consideration of the actual protocol supported. Little chance for 56kbps volume there for Cirrus (V34 might be another story as Rockwell concentrates on 56kbps). USR/3COM sells most x2 modems and might not have had much interest in pushing "cheaper" x2 modem competitors. That leaves Cirrus badly squeezed in the 56kbps market. USR also went with ADI for an integrated modem chip, business Cirrus might have hoped for when they licensed x2. However, the move to the new ITU standard is very positive since it should open up the 56kbps modem chip market for Cirrus.