CRUS: Can they restore investors' confidence?

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CRUS: Can they restore investors' confidence?

An SI Board Since January 1997

Posts	SubjectMarks	Bans
23	0	0

Emcee: jason	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
23	exchange2000.com exchange2000.com	ted quinn	-	6/20/1997
22	My basic problems with mgmt are: 1. They took on alot of liabilities to get in	frank burch	-	2/20/1997
21	Ted: I agreed with you that the old CRUS team were a lousy team at best in run	jason	-	2/12/1997
20	3D Labs will destroy CRUS. Pure and simple. That is, if CRUS management doesnt	ted quinn	-	2/11/1997
19	TO ALL : Found this entry on DIMD thread Here's some interesting re	john greene	-	2/10/1997
18	Crystal semi is one of the few bright spots in this company. Crystal accounted	NCKEV	-	2/10/1997
17	I am new to this company and this thread. I am considering buying CRUS because	Terrapin	-	2/9/1997
16	According to CRUS 10K filings, Option execrcise prices are $35, $26.50, $21.5	johnd	-	2/3/1997
15	I agree- management absolutely blows. The only reason I posted all of the p/mv	frank burch	-	2/3/1997
14	All of this number crunching on this thread is ridiculous. CRUS has and will co	ted quinn	-	2/1/1997
13	This analysis id fairly crude, but CRUS stands out so much, I think it's in	frank burch	-	1/28/1997
12	It is somewhat misleading to focus on gross margin thinness. The Micrus deal be	Gary Burton	-	1/27/1997
11	Jason, I think CRUS R&D is wasteful, dont get me wrong. However, I don	Robert Talty	-	1/27/1997
10	Ted: You are right again. This is actually a CRUS strategy - high R&D le	johnd	-	1/25/1997
9	Jason & Bluesky: MiCRUS deal was entered in late 94 to early 95. The deal	johnd	-	1/25/1997
8	Robert: You provided some very informative insights into the business. I had h	jason	-	1/25/1997
7	Your findings on R&D are right on the money. It is way out of line for the	ted quinn	-	1/24/1997
6	Ted and others: Thanks for the responses. I'll do more research on CRUS.	jason	-	1/24/1997
5	Have you thought of discussing your findings with CRUS to see what their strate	ted quinn	-	1/23/1997
4	Improved margins will come from new products improved manufacturing sa	johnd	-	1/23/1997
3	Jason, Good analysis, however it will be hard to improve margins and reduce R&	Robert Talty	-	1/23/1997
2	Your analysis was the best thing I have seen on SI in over a year. Looking forw	ted quinn	-	1/22/1997
1	The Rosy Scenario In this best-case scenario, the c	jason	-	1/21/1997

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