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

To: DJBEINO who wrote (5001)	2/12/1998 10:21:00 PM
From: DJBEINO	Respond to of 8193

Cirrus may target a wide variety of devices--such as TV set-top boxes and cellular phones--that run on chips with embedded graphics, video, and audio functions. The move would make sense, says Dean McCarron, an analyst for Mercury Research, news.com

To: DJBEINO who wrote (5001)	2/13/1998 3:20:00 PM
From: Synapsid	Read Replies (2) \| Respond to of 8193

The article makes it seem as if there is a "rumour" that Cirrus is losing out in the graphics chip business ("many say", etc). Didn't Cirrus very publically announce that it has made the strategic decision to stop developing new stand-alone graphics chips in favour of integrated devices? It seems bad journalism not to mention that fact. Considering the increasing number of not-so-small competitors in the stand-alone graphics chip business (ATI, S3, Intel, SGS-Thomson/NVIDIA, Rendition, 3D Labs, Trident, Matrox, NEC, etc) it appears to be a wise decision to concentrate on a segment (integrated graphics/audio/modem devices) where there is much less competition.