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

To: Mark Reier who wrote (5036)	2/17/1998 2:52:00 PM
From: Terrapin	Read Replies (2) \| Respond to of 8193

Hi Mark, I'm addressing this to you even though I realize that it might not be prudent for you to comment on what I am going to say. Thanks for lending your insight. I think we can be pretty sure that Mr. Teo is not purposely losing money to offset a gain so I hope we can move on from that. We have a company that has been restructured into four business units. We have a new, large shareholder known for his good business sense and long-term investing style. We are unsure of the amount of influence that he has but since it does not appear that the board or management owns a great deal we might assume that Mr. Teo could be an active shareholder. We have an unconfirmed report that money managers (or market makers; I'm not sure what MM stands for) are buying large blocks of stock. From these (and maybe other) observations it appears that this company might be in play. If so then is this consistent with his investing style? Does Mr. Teo have controlling interest or seats on the board of any company he might want to mate with this one? I realize that I've dived into the deep end where only rumor and speculation reside. All we can do I suppose is wait for changes to the board, spin off and merger announcements and what else? In any case I am having a hard time coming up with a scenario where a long-term holder with a cost-basis below Mr. Teo could lose any money. Any come to mind? Sincerely, John PS: Synapsid: I'm glad you took it as a compliment - that's how it was intended :)

To: Mark Reier who wrote (5036)	2/17/1998 7:05:00 PM
From: john dodson	Read Replies (1) \| Respond to of 8193

Mark, Interesting comments. I think there's a danger in following someone perceived to be "godlike" in trading stocks. Mr. Teo may very well be the most savvy investor on Wall Street. However, just because he buys means absolutely nothing to me the casual investor on the face of it. Interesting? Sure. Any basis for an investment? Don't think so. Also, this business about you "knowing" Mr. Teo. What's that all about? I'm sure you appreciate the position the rest of us on this thread are in. No offense intended, but how do we know that you really know him? Furthermore, what difference does this make? Do you claim to have any insights into his investment strategy with respect to CRUS? I'm sorry if I seem negative, but I've seen this thing with you knowing something that you really can't share with us used by other people on other threads, and I really have little patience for it. If you can't explain more, then you really shouldn't even mention that you know him and imply that you know much more than you can share. Good Trading All, John Dodson