Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: coopie who wrote (3849)	1/22/1998 5:25:00 PM
From: AreWeThereYet	Read Replies (2) \| Respond to of 4335

> FOCUS ON THREE CORE MARKETS; DIVESTITURE OF PC AUDIO AND GRAPHICS INTERESTS < Good, although it is sad that OAKT began from a graphic company and now the last trace of its genetic has been divested. > ADDITIONS TO THE EXECUTIVE MANAGEMENT TEAM AND BOARD < Good, since they cannot simply change the whole managment team. Hope the new blood from Quantum and Intel will improve the marketing strategy of OAKT. (I always said OAKT need improvement on marketing) I have to dig up the last 10K to check the financial performance since they have lots of gain/loss from inventory adjustments in the past and this quarter. No wonder many people still regard OAKT's maganement is not honest. They managed a 52.6% gross margin which is good but the inventory adjustment makes me feel unfortable. Is the adjustment predictable? 14.5M is a significant number! Anyone knows the detail??? My first impression is good, and hopefully we will have a upbeat cc. Coopie, Spark65 probably sold his OAKT already because since last few weeks I never see him pop up once in a while and saying that "Why it is down with all those good fundamental" :o) aC