I guess all the Macs/iPad/iPod have Cirrus Audio Chip. see links below. its 36% btw
Between July 27th of this year and today the VP and CFO of Cirrus has unloaded 106 thousand shares of Cirrus stock (the most recent sell was 20k shares on 9/29... which I believe is the same day as the report out of Taiwan... for $18.75)
Most signs today suggest all these things are coincidences and that the origonal article was incorrect in its implications regarding Cirrus. Nothing definitive that I've seen though.
I would enjoy hearing from knowledgable folks on how news such as that of the origonal article can be an advantage for those who pay attention FROM A TECHNICAL OR BUSINESS perspective; the investor reaction perspective I get.
@yalanand- I have not heard this about Cypress replacing TI/Broadcom. Did this also come from the Taiwan Economic Daily News article? All I know is that Vernon Essi makes a pretty convincing argument that that report was factually inaccurate and not credible.
I don't know what chips will be in the iPhone 5. Frankly I'm not sure anyone does. But it's interesting to note that a recent iSuppli teardown of the newest iPod nano found a Cypress touch screen controller. The firm made a point to mention that this was a big design win for Cypress because other Apple touch screen products have used Broadcom and TI. So there may be something there. For what it's worth...
Cirrus had ONLY this codec with the iphone, when I last checked. 33% ?? Where do they make that much money off Apple. Or is that all the money they make!! This really makes Cirrus look like a little company.
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