SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Oak Technology (OAKT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AreWeThereYet who wrote (3566)11/14/1997 11:37:00 AM
From: Bonzo  Read Replies (2) of 4335
 
Andy I was less than thrilled after reading the 10Q. Several things bothered me, although should have expected as much:

1. 86% of sales in Sept. Q were from CD-ROM sales - up from 77% ( so much for diverisification)

2. 96% of all sales were made to: Taiwan, Japan, Korea, Singapore (there is a risk of currency and recessionary pressures)

3. Prices are negotiated in USD but Invoiced in local currency. (There is a risk to currency flucuations due to the time to Invoice)

4. Severe pricing pressures on CD-ROM controllers. ASP will continue to decrease going forward as a result of DVD transitioning and competiton. (This is probably the biggest problem)

5. Substantial legal expenses defending litigation. This will be ongoing for sometime.

Andy, any thoughts?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News