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

To: Synapsid who wrote (5022)	2/16/1998 6:49:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 8193

Synapsid, "Cost-wise this reorganization seems to have been almost comparable to the ones in early 1997 and 1996. It seems the graphics infrastructure was a really ugly mess." I caught this also but wasn't sure how to interpret. I took it to mean that the company has been enduring a continuous, rolling restructuring which suggests that management really had lost control, focus and direction. Hopefully those days are behind us! I bought in early in this process when I thought it was nearing closure. I've also doubled down on these nice dips so that my average price is now well below Teo. Having a big new shareholder can be positive but a direction from management is more meaningful to me. Could you comment on their current emphasis on set-top boxes and also their recent patent swap with S3? You seem to be personally involved in the industry and I respect your observations and insight. Thanks, John