SI
SI
discoversearch

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 (5681)4/23/1998 12:16:00 PM
From: Bosco  Read Replies (1) | Respond to of 8193
 
Dear Calvin - you sez "I say, damn the margins, lets get these fabs going and worry about margins later"

if memory serves, was that precisely the problem you [or someone else used to work for CRUS] complained about: that Messr Hackworth ignored that slowing mkt a few years back and kept the fab chunking?

I don't mean to be adversarial, but it seems that indeed he has learned his lesson and decided not to build up inventories this time around. Or, is there a difference, as you see it?

TIA

rgds, Bosco