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Technology Stocks : Boca research - Reawakening?

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To: James H. Williams who wrote (406)5/23/1997 4:53:00 PM
From: Ticklish Tiger   of 640
 
Jim, I don't know what percentage of your portfolio is in BOCI so I can't comment on the emotional aspect of your investment. As for me, I'm currently on the sideline, waiting for BOCI to decide on a market strategy. Their financial numbers certainly are solid. However, this resource can be squandered away if they aren't careful.

Sure, a world-class ISO certified is a plus. However, it's only a mean of production. The end product is more important in terms of generating revenues, don't you think ? This comes back to my point : what products are BOCI committed to ? right now, using the elephant gun approach would be the kiss of death.

If Zalenski is thinking that competing in foreign market for communication market share, I assure you, he's not the only one.

regards,

tt
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