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


To: James F. Hopkins who wrote (5061)2/18/1998 10:09:00 PM
From: richard surckla  Read Replies (1) | Respond to of 8193
 
Some good points James. Especially . . .

>>When ever I go to explain, somebody always thinks I need to write a book for them, so as they will be absolutely sure if I know what I'm talking about!<<

As in the case of Mark and Michael. A few positive remarks from them regarding TEO and they're put under the microscope, front, back and sideways. One of the main purposes of this thread is to share ideas, thoughts, and speculation. Hard facts such as product, market position, sales, etc., are not always available so we have to develop our own ability to "read in between the lines" as you said. I also feel that us "old timers with CRUS" are becoming more sensitive due to our frustrations, especially those with large positions in the +$20, +25, and +$35 range. About now we would all like to see $20. Then being the pigs that we are when we see $20 we'll want $25, then $30, etc. Such is our nature. Good investing to you and all.



To: James F. Hopkins who wrote (5061)2/19/1998 10:13:00 AM
From: Frank Povoski  Read Replies (1) | Respond to of 8193
 
James,
I think you have it.
I own another STOCK IDTI which was 9.5 on Dec 29 and now pushing 16.
Not much has changed in the company since then but there was a ton of hidden value. The street finally recognized it in the past few weeks.
The will happen to CRUS in the coming months. There is much value here and with any turn around it takes time to pan out. IDTI for example has is making a migration to a higher margin business. As far as your 4 banger in four years. When this stock moves it will go up exponentially. This stock will double in a month and then move even higher. I could have easily sold my CRUS postion and move to IDTI but term this stock has the 4 banger potential as you have mention even this year. They do need an extreme system-on-a-chip product that the street can salivate over.