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Technology Stocks : Seeq Technology Coming Back....
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To: Brian G. Swift who wrote (1468)12/15/1997 4:39:00 PM
From: Mark  Read Replies (1) of 2127
 
Brian - thanks for filling in the gaps. What is NOL ? Is this their
total loss that we think might be allowed by the IRS against future
profits ? If so, it's a lot larger than I expected.

I wonder if their fab agreements are priced in dollars or in the local
currencies of the fabs ? The fall of the Far Eastern currencies could
make a big difference to COGs (Cost Of Goods), though I'd expect this
to be in $. Could be an opportunity to renegotiate though !

Mark
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