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

To: Terrapin who wrote (6021)	6/29/1998 3:12:00 PM
From: Bilbo Baggins	Read Replies (1) \| Respond to of 8193

Just finished voting by internet, and it was very easy. I voted against everything and everyone except Teo. I'm sure it will not make any difference, but if enough shareholders send the same message, it may catch the boards attention!

To: Terrapin who wrote (6021)	6/29/1998 7:20:00 PM
From: Synapsid	Respond to of 8193

I don't think Rockwell's charges are due to their semiconductor business specifically, they are spinning it off and the new company still has a lot of money behind it (probably much more than Cirrus) and its diversification product plans (beyond modem chips) are an exact copy of where Cirrus is hoping to be succesful (set-top, internet box, wire-line networking, digital cameras, DVD players), only hard-disk electronics is Cirrus-specific. They will be a formidable competitor for Cirrus Logic. As for the integrated drive silicon, this is great news, especially the selection by a major OEM. I am not sure it is early though, it was announced for spring and mid-year in the January and April conference calls, respectively. I would be very nice if Cirrus could score a hit and get more disk drive manufacturers on board (Lucent is apparently not sitting still either). I am not very familiar with semiconductors, but can we say that Q3 (which is almost there) sampling is a sure thing? What about Q4 production? This sounds a bit hopeful with design cycles supposedly in the 1-to-2-year range.