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

To: Bonzo who wrote (3630)	11/21/1997 3:32:00 PM
From: Dan Spillane	Read Replies (2) \| Respond to of 4335

At this level, 3.50 of each share you buy is cash. Imagine if National Semi really does buy OAKT...netting out cash, they would pay less than 200 million here. It's no secret that NSM is shopping around for a company with 3D graphics technology. Dan

To: Bonzo who wrote (3630)	11/23/1997 3:00:00 AM
From: Sparky65	Read Replies (1) \| Respond to of 4335

Joe, I think that one of the reasons why I believe Oakt will not head above $10 by January is because of fundamental reasons. For starters, with the migration of technology to DVD over CD rom, investors are not confident in Oakts DVD technology and or management. I personally am very suprised that Oakt has not at least offered up some sort of sharehoolder buy back plan to generate interest in the company and stock. The 0ther quetion that remains is, what is the confidence in management. The next couple of months will be very telling.