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

To: dacoola who wrote (5540)	4/8/1998 10:50:00 AM
From: ted quinn	Read Replies (1) \| Respond to of 8193

Excuse me, but what solutions is Teo working on? It sounds like you can read his mind or something. I don't know Teo but I look at the numbers: he has lost 50% on his investment in half a year. What is the long-term strategy there? Why was he in such a rush to buy shares? How will he turn the compnay around? There has been nothing so far. What IS the strategy of CRUS? Make high-risk, low-price, low-margin chips for small markets like WebTV? Make audio chips for stereos? Compete with NSM and INTC for system-on-a-chip? Highly unlikely. Nor will it help the stock price go up or even get Wall Street interested in it. I challenge anyone on this thread to figure out what the strategy of CRUS actually is, and how they will stay profitable. It seems like every couple months the "mantra" on the bottom of their press releases changes, as if the company changes its focus that often. "Systems in silicon...blah, blah."

To: dacoola who wrote (5540)	4/8/1998 8:49:00 PM
From: Schiz	Read Replies (2) \| Respond to of 8193

I have never put down Mr Teo. If you think you can find a post where I have I would be interested in seeing it. About Mr Arslan. I don't get off by putting him down. I believe my last post was the first time I said anything about him that was disrespectful. I admire his determination in doing something about current management but I question his reasons. Just because he has a homepage on the web doesn't make him any more credible than anyone that posts here. I'm not going to jump on some let's lynch management bandwagon because the stock price is slumping (ALONG WITH MOST OTHER SEMI STOCKS) just because someone posts it on his website. If someone with more pull and more information were to try to push management out (Mr Teo) I would take it a little more seriously. I don't mean to put Mr Arslan down. He has obviously done alot of research on crus and I commend him for that. I question the validity of the information he is receiving about management. Just because some no name employee sends him an email that says management sucks doesn't mean it is so. I am not convinced that he knows what it takes to manage a company like crus (I don't claim to either) so he is dependent on the information he receives from other people. His opinion or attitude about management is only as good as the information these people are feeding him.