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Technology Stocks : Boca research - Reawakening?

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To: chin who wrote (268)3/4/1997 11:26:00 AM
From: JDN   of 640
 
Dear Chin: I too am "holding on" for the same reason as you. As to cash thats never been a real problem in the past. However, I suggest that you look at their Recievable balance which is REALLY high. In my experience that usually means they are shipping with all kinds of "Special Terms" to try and get out the Pre 56K modems. I hope they dont have to "Eat them". I believe their book value is closer to $5.65 but you can get the figure by going to Yahoo Quotes and click on Research where it gives this info plus analysts recommendations. I visited Tawain once when visiting the Philippines. My wife is a Filipino. Whats the latest on China and Tawain? jdn
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