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Technology Stocks : Oak Technology (OAKT)
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To: Daniel Shaffer who wrote (4323)12/8/2000 9:45:07 PM
From: WTSherman  Read Replies (1) of 4335
 
<Probably and likely if OAKT sales growth continues as predicted and quarterly profits are announced that meet or exceed analyst forecasts. <

Aside from very short term fluctuations, I would tend to think that the direction of OAKT and any other semi supplier to PC company's is going to be determined by the real state of the PC industry. If sales have slowed to the point that the PC guys have substantial excess inventory its going to be felt all through the supply chain.

OTOH, if they have managed their inventory all right, its just going to be a bumb for OAKT and others.
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