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

To: ted quinn who wrote (5906)	6/7/1998 7:09:00 PM
From: Synapsid	Read Replies (1) \| Respond to of 8193

The points you make are valid. They need to take leadership in mass storage (which I believe they can) and other products. Only that will fill the fabs, and leverage the fab ownership which may be important to mass storage customers (at least that is what Hackworth alluded to in the interview). If they fail, Cirrus will be in trouble.

To: ted quinn who wrote (5906)	6/9/1998 9:45:00 PM
From: Calvin Scott	Read Replies (2) \| Respond to of 8193

Ted, the only thing that will begin to take CRUS out of its "downward spiral" is new management with a new strategy. And I don't mean just replacing the people we have all been talking about with another bunch of fools. I mean people with vision, integrity, and guts. Gee, where have we heard that before? The new management has to be able to make some very hard decisions up to and including divesting this company of some of the folly they have partaken in. Do they really expect to compete in modems? How about Personal Digital Assistants (Newton) or systems on a chip. What the hell ever happened to that project?(my guess is that they are spending tons of R&D money on it). Why not downsize this company? Get rid of low margin products. Get rid of unused assets (do they really need 5 buildings in Fremont?) Get rid of that cash. Get rid of some of those high paid VPs (Ross, etc.). Hey, I am not a company director, but ask any employee currently working at CRUS and each one will come up with two or three good suggestions to improve the bottom line. Ted......right on! Calvin Scott