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Technology Stocks : Oak Technology (OAKT)

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To: Sparky65 who wrote (3591)11/17/1997 11:04:00 PM
From: Dan Spillane  Read Replies (2) of 4335
 
I own CUBE. Lots of negativity about OAKT. Look at these angles:

1. Isn't it true that OAKT is one of the few companies with a DVD CONTROLLER solution, as discerned from the MPEG components made by several companies? i.e., you need an MPEG solution, a controller solution, and other subsystems for a DVD ROM/RAM system.

If so, this would seem to indicate OAKT isn't "dying in the CDROM controller business", since OAKT could have the same presence in the DVD controller area, which is expanding.

2. The 3D graphics functions (nor MPEG functions) aren't going to be "on the Intel/clone processor chip" any time soon -- in many respects they don't belong there. I've seen somewhat misdirected articles suggesting this...there's a whole load of functionality outside of MMX, and/or the simple instruction set enhancements provided by MMX and/or some of the "3D Enhancements" supposedly upcoming in Intel clone chips (Come on, as pointed out by the recent BYTE magazine these consist of only floating-point speedups.)

A few things to think about...

Dan
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