Oak Technology (OAKT) Message Board

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Technology Stocks : Oak Technology (OAKT)

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To: Daniel Shaffer who wrote (4325)	12/11/2000 11:32:10 AM
From: WTSherman	Read Replies (1) of 4335

<My understanding is that most of OAKT's products are used not in PCs < OAKT's major revenue streams come from CD related chip sets. Their hot product right now is a CD-Write controller, I believe. I don't know the breakdown in revenues between the non-PC related and PC related revenues, but, I have to believe its at least 75% from CD chipsets and those are definitely PC related. They do claim market share growth in that segment and certainly there are more PC's having writable CD-ROM's sold. What all that adds up to is hard to discern. But, if there is a general slowdown in consumer PC biz, it will certainly affect OAKT, sooner or later.

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