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Technology Stocks : PROCOM TECHNOLOGY(PRCM) -- Ignore unavailable to you. Want to Upgrade?

To: Fred Storck who wrote (199)	1/15/1998 6:43:00 AM
From: AJ Berger	Respond to of 373

Expansion usually produces write off's we know they are adding distribution/sales office in the USA we know they are pushing more notebook hard drives and RAID. Wall Street does'nt understand the benefits of the CA-Cheyenne ArcServe support for their PRCM products. ( If SEG would have done that deal, it might have been a prelude to a takeover. but CA's the stronger player in this market, so, what the hell...) I'm sure it did'nt help that IBM got their 5MB drive to market at the same time PRCM did. Consider that consumers buy product in the last quarter and Corporation are buyers in the first quarter PRCM is a Corporate equipment provider. this past quarter is probably just cyclically weak. We're just drifting from lack of new buyers, IMO.

To: Fred Storck who wrote (199)	1/15/1998 8:20:00 AM
From: JakeStraw	Respond to of 373

FS, I would think it's a combination of things. One is the present fears of the "Asian Flu". The other I would guess is all the negative news coming from all the disk drive manufacturers.