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KB3001
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CEO
re: Analyst: Report that Cirrus lost iPhone slot bogus
KB3001   10/3/2010 8:21:59 PM
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It's interesting that Apple did not deny the information published by Taiwan Economic Daily News. Was not there a rumour few weeks ago about Apple acquiring Cirrus? Are the two events linked??

eewiz
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CEO
re: Analyst: Report that Cirrus lost iPhone slot bogus
eewiz   10/2/2010 6:25:08 PM
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I guess all the Macs/iPad/iPod have Cirrus Audio Chip. see links below. its 36% btw http://www.reuters.com/article/idUSSGE64A0LE20100511 http://www.statesman.com/business/technology/cirrus-logic-revenue-more-than-doubles-814016.html

Warren3
User Rank
CEO
re: Analyst: Report that Cirrus lost iPhone slot bogus
Warren3   10/2/2010 5:13:06 PM
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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.

bdf
User Rank
Rookie
re: Analyst: Report that Cirrus lost iPhone slot bogus
bdf   10/2/2010 12:25:37 AM
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The stock market is an illusions' market...

goafrit
User Rank
Manager
re: Analyst: Report that Cirrus lost iPhone slot bogus
goafrit   10/1/2010 8:25:35 PM
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I do not listen to those analysts. It is pathetic that markets react the ways they do. These are all illegals in the name of free speech.

elctrnx_lyf
User Rank
Manager
re: Analyst: Report that Cirrus lost iPhone slot bogus
elctrnx_lyf   10/1/2010 6:54:50 PM
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Speculations about the products are resulting in rumors. And such news could be disaster for companies like cirrus, I never know that it is so easy to play with stock value of a company.

mcgrathdylan
User Rank
Blogger
re: Analyst: Report that Cirrus lost iPhone slot bogus
mcgrathdylan   10/1/2010 6:10:32 PM
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@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... http://www.eetimes.com/electronics-news/4208857/Teardown-finds-Cypress--STMicro-in-new-iPod-nano

Silicon_Smith
User Rank
Rookie
re: Analyst: Report that Cirrus lost iPhone slot bogus
Silicon_Smith   10/1/2010 4:47:10 PM
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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.

eewiz
User Rank
CEO
re: Analyst: Report that Cirrus lost iPhone slot bogus
eewiz   10/1/2010 12:20:13 PM
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Considering the fact that 33% of Cirrus logic revenue comes from Apple alone, Its no wonder that stocks were down by 15%

yalanand
User Rank
Rookie
re: Analyst: Report that Cirrus lost iPhone slot bogus
yalanand   10/1/2010 4:57:50 AM
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What about other vendors ? It was quoted that Cypress will be replacing TI/BROADCOM's display chips is it true ?

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