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Technology Stocks : Boca research - Reawakening?
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To: JDN who wrote (305)3/19/1997 10:41:00 AM
From: beenay25   of 640
 
I think everyone may be missing the point here. There is no huge problem with BOCI operationally... look closer at the market and companies in the same position like DIMD. DIMD is around $9 way down from their high. Both companies have solid OEM business. DIMD has the retail advantage at the moment but the BOCI new retail stance looks solid (new packaging and marketing direction).

The channel is stuffed with inventory of 28.8 and 33.6 product. That 28.8 product is being price protected by all of the companies so they don't get it back and the 33.6 product ceilling has dropped like a rock down to the $59-$79 level for data/fax product. Until this inventory issue clears, the entire channel will be slow.

Many companies have been downgraded for just these reasons. 56K is a blessing in disguise (along with 3D) that will help boost sales... but slowly.

You must watch the market as a whole. Companies like BOCI and DIMD will fluctuate with the market conditions and earnings will also.
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