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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: The Phoenix who wrote (37502)6/5/2000 4:13:00 PM
From: John Pitera  Read Replies (1) | Respond to of 63513
 
he he.... I saw that that why I highlighted it in Bold.

another red flag is that both MSFT and IBM are using
technology that they signed up for in 1994. Next generation
products from the big name competition like ADI, TXN, etc
could be showing up at any time.

also your main customer is LU and wouldn't you rather have
it be CSCO or NT. LU seems to be having some execution
problems compared to other top tier companies.

How's the back doing?

John



To: The Phoenix who wrote (37502)6/5/2000 4:52:00 PM
From: Techplayer  Respond to of 63513
 
Gary, That is why HIFN was creamed late last year. Both LU and Quantum had an oversupply of HIFN product during the same time period and planned an inventory correction during the same quarter. tp


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