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Technology Stocks : Boca research - Reawakening?
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To: vicki flanigan who wrote (432)7/12/1997 12:57:00 AM
From: Trey Yon   of 640
 
I don't usually bug the IR people, the chart and quarterly filings tell me more than they ever would anyway. Here's how I think BOCI & ZOOM managment differed in their thinking during Q2. BOCI "bit the bullet and decided to slash & burn on old 28.8 & 33.6 modem pricing during Q2" while ZOOM tried to carry on with its same pricing structure and pretend the inventory transition problem would go away. It DIDN'T. ......... If I'm right, it highlights clearly as a example of just how well BOCI managment can execute.
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