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Technology Stocks : Seeq Technology Coming Back....
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To: mnm who wrote (1594)3/11/1998 8:01:00 AM
From: Mark  Read Replies (2) of 2127
 
MNM - Thanks for the Annual Meeting summary. This all tallies with
what we've learned previously from Seeq IR. See -
Message 3519886

With regard to Gigabit, whilst I think Seeq might be justified in claiming
55% of the market in terms of design wins, the fact that the big players
seem to be doing their own stuff means they are unlikely to retain such a
percentage of future market revenues. (Shame !) However, this
should be a money spinner, and if their (smaller) customers become
successful, there is always the possibility of significant growth.

I reckon they'll do about $37m in revenues this year, which is still
significant, and will make this the first year for a long while to
show appreciable revenue growth.
Message 3213764

Mark
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