Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Cirrus Logic target raised to $63 at Craig Hallum — Lowering FY18 top line growth on ASP reduction at Samsung (63.96)Craig Hallum raises their CRUS tgt to $63 from $60. Firm stays at Hold as <strong>they believe a better entry point is likely approaching</strong> due to continued Samsung Galaxy 8 ASP and share fears. That point could come ahead of the upcoming iPhone 8 as <strong>they believe CRUS' full year guide (6-7% growth) is likely too conservative.</strong> CRUS posted strong December quarter results as the Company benefited from better than expected iPhone 7/7+ demand. The Company guided weaker with March quarter revenues to be ~$320 million at the mid-point, below both the Street and firm's ests (CH: $350 million/Street: $333 million). Firm attributes the weaker guide to a seasonal drop off in iPhone 7 sales, push out of the Samsung S8 and a lower ASP (down perhaps over 20% versus S7) in the upcoming S8 as well. They think Samsung went with a smaller, more compact CRUS smart audio codec with less digital signal processing (DSP) at a lower ASP. With that said, CRUS continues to have the opportunity longer term to increase content in Samsung's flagship phones through additional amps if they include another speaker or if Samsung removes the headphone jack.</td> </tr></table>"