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

To: Baoho Chang who wrote (3792)	12/30/1997 3:18:00 PM
From: AreWeThereYet	Read Replies (1) \| Respond to of 4335

Round 3 - FY98Q2 I hope I am wrong but this time I am not too optimistic about the 0.11c est EPS because the possible loss in currency exchange. Remember price is negotiate in USD but bill in local currency (mostly TW$)? If not the Asian crisis problem, I feel very comfortable with the original 0.15c estimate since Q1 already has 0.11. Although I am not too optimistic for Q2, even if it really miss Q2 by a cent or two, I don't think OAKT will go too much lower. The downside is much lower than the upside. Other than the UICC fire, the prospect and the fundamental of OAKT has not change much. January effect should reverse the current trend of OAKT. With the recent strength of 3Dfx and NVidia. And 4MB Verite 2100 based board can be bought for $99.00. I won't have much hope to Warp5 until I see any reviews but I would like to see Warp5 licensed to NSM and implemented on every MediaGX :o) aC