Oak Technology (OAKT) Message Board

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Technology Stocks : Oak Technology (OAKT)

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To: Doug Skrypek who wrote (3825)	1/15/1998 7:17:00 PM
From: AreWeThereYet	Read Replies (1) of 4335

Reasons to buy: 1) Semi is very close to bottom now, should see rebound by mid 98 if Asian Crisis ease. 2) CD-ROM still important for rest of 1998. Well, you can call OAKT an invisible company but it is still acount for more than half CD-ROM controller market share. 3) Notebook sales and digital imaging device should continue expand market share at a greater rate than 1997. Both benefit OAKT. 4) There are still good chance for OAKT's ATAPI DVD-ROM controller to be a potential money maker. 5) commodity components will continues benefit from increase volume of sub-800 PC. Sub-1000 PC market share has increase to more than 40% last year. 6) OAKT is indeed cheap, not to mention it is still earning money quarter by quarter, low debt and high book value. (the coming quarter is a big challenge, I suspect it will miss the 0.12c/shr estimate). There is not much you can expect in chip stock at this time, It is easy to find a handful of chip stocks which have been punished by 50% or more. Take a look at ESST, CUBE, ZRAN, ISSI, SIII... aC

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