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Technology Stocks : SYQUEST

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To: JeffM who wrote (5506)2/12/1998 12:52:00 PM
From: Dale Stempson  Read Replies (1) of 7685
 
Re: CC notes

Thanks for posting your notes from the CC. I think it's clear that we won't be seeing Syquest post a profit for the current quarter and can soon expect to see more dilution.

It was interesting to hear that they currently have one weeks SparQ supply in the channel. It seems they are not quite sold out. With total units sold now somewhere around 80,000 over the past 12 weeks, and around 40,000 for the past 6 weeks, it appears their production capacity has not yet ramped-up at all.

Regards - Dale
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