Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Calvin Scott who wrote (5359)	3/19/1998 7:20:00 PM
From: Synapsid	Read Replies (1) \| Respond to of 8193

Some interesting news items today: ESST sued by Creative for their latest PCI audio chip used by Diamond. So far, it appears Cirrus has a better relationship with Creative and is not violating patents. That could prove beneficial for OEM design wins in PCI audio. IBM cut prices on commercial PCs. Surprisingly, the biggest cuts are on the new PII-based PCs (which include a higher-margin Cirrus chip). It seems that IBM is taking the opportunity to try to gain market share because Compaq is stuck with large amounts of older, Pentium-based inventory in the channel. This should benefit Cirrus.