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

To: Dan Spillane who wrote (3593)	11/17/1997 11:41:00 PM
From: Sparky65	Read Replies (1) \| Respond to of 4335

Dan, thanks for your thoughts. How do you personally feel about the OAKT product vs CUBE? Do you own OAKT?

To: Dan Spillane who wrote (3593)	11/19/1997 7:44:00 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 4335

The Oak Tech OTI-9800 DVD-ROM ATAPI controller is the product which occupies the same function in the DVD world as OAKT's current CD-ROM controllers do. Just checked it out. So I was correct when I postulated earlier (see below). This means that as the DVD-ROM PC attachment rate goes up, sales of OTI-9800 chips should go up correspondingly. So it isn't true that "OAKT dies with the CD-ROM" at all. In fact, OAKT has a chance to sell two components here, both DVD controllers, and MPEG chips. In the CD-ROM world, OAKT only sold a controller for a single PC. Dan *** (earlier message from me) 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.