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Technology Stocks : Oak Technology (OAKT)
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To: Sparky65 who wrote (3802)1/5/1998 10:43:00 AM
From: Baoho Chang  Read Replies (1) of 4335
 
Hello, Sparky65. Here are several differences between Oakt and Cube that I can think of. Cube has probably bigger exposure to Asia since it generates most of revenus currently from vedioCD chips sales, whereas although Oakt also sells most of its products to asian companies, most of its products come back to the US in complete CD Rom's. Oakt also has more diversified product lines, whereas Cube's product lines are much narrower. In short term, there are probably more uncertanties with Cube than Oak. Just my opinion.

Despite the above, I would not average down on Oak at this point. I would rather look for other opportunities. After the year end correction, there seem many good selections now.

Regards,
Baoho
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