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Technology Stocks : Oak Technology (OAKT)
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To: Cymeed who wrote (3704)12/5/1997 5:27:00 PM
From: AreWeThereYet  Read Replies (2) of 4335
 
Cymeed,

Oak's Warp5 will face lots of competitions from 3Dfx, Nivida, ATI. (3Dfx up 40% this noon after some overselling last week.) I won't weight it too much. Not very long ago, there is a rumor about NSM might acquire OAKT because of its 3D technology but the problem is that OAKT's business is fairly diversified and its core business is optical storage chipset. IMO 3Dfx will serve a much better take-over target if NSM ever need 3D technology for its all-in-one CPU solution. Of course, I will like to see OAKT being the target :o)

OAKT's DVD ATAPI controller will eventually find its home in many DVD-ROM. Namely Mitsumi, however currently major box markers are using Toshiba. Will Mitsumi continues its success story since 4x CD-ROM? This is very important.

At $7-$8, the downside risk is significant smaller than upside potential. The lowest it can go (if OAKT's DVD controller fail) is $3 to $5 but the if OAKT continue to do well in DVD controller area then it can easily go back to $15 or even 20s or more if its AC-3/mpeg2 solution manages to steal some sizable share from CUBE as it did with VCD chips. I think OAKT should focus more in their marketing department.

I just did some kindergarden TA, OAKT is still very weak technically.

aC
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