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Technology Stocks : Oak Technology (OAKT) -- Ignore unavailable to you. Want to Upgrade?

To: Sparky65 who wrote (3591)	11/17/1997 10:59:00 PM
From: butter	Respond to of 4335

Hi gang, good conversation. I think wall street is dropping the ball when it comes to OAKT and here is the reason why. Yes, it is true DVD is the future and yes the street is bidding up companies that have some DVD design wins underneath them but I feel the product cycle is still in its early stages. No one has yet become a dominant player in this market and I feel no one will until an industry standard is established. Are there some players that are ahead of OAKT? Yes. But as you people know things can change in this arena rather quickly. I have faith that OAKT will deliver when the timing is right. Why has wall street dropped the ball? because they have yet to fully recognize the players in a a new product cycle that has developed within the last several months. That cycle is the sub-1000 computer. I don't think DVD-RAM will be part of the sub-1000 computer but the CD-ROM will. And who is a dominant player in CD-ROM - OAKT. The only question I have is about margins - Will OAKT be able to sustain margins in the sub-1000 market? Any thoughts?

To: Sparky65 who wrote (3591)	11/17/1997 11:04:00 PM
From: Dan Spillane	Read Replies (2) \| Respond to of 4335

I own CUBE. Lots of negativity about OAKT. Look at these angles: 1. Isn't it true that OAKT is one of the few companies with a DVD CONTROLLER solution, as discerned from the MPEG components made by several companies? i.e., you need an MPEG solution, a controller solution, and other subsystems for a DVD ROM/RAM system. If so, this would seem to indicate OAKT isn't "dying in the CDROM controller business", since OAKT could have the same presence in the DVD controller area, which is expanding. 2. The 3D graphics functions (nor MPEG functions) aren't going to be "on the Intel/clone processor chip" any time soon -- in many respects they don't belong there. I've seen somewhat misdirected articles suggesting this...there's a whole load of functionality outside of MMX, and/or the simple instruction set enhancements provided by MMX and/or some of the "3D Enhancements" supposedly upcoming in Intel clone chips (Come on, as pointed out by the recent BYTE magazine these consist of only floating-point speedups.) A few things to think about... Dan