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


To: Darth Vader who wrote (3897)1/31/1998 12:14:00 PM
From: AreWeThereYet  Read Replies (1) | Respond to of 4335
 
Darth,

SIII is in similar situation as OAKT, OAKT dominates the CD-ROM controller industry with more than half market share. SIII also has significant market share in graphic industry. The prospect of SIII is weaker than OAKT for now but its fab investment will bring them big non-operation income (too bad for the UICC fire). OAKT has higher cash/shr and lower AR and current liability. I like OAKT's balance sheet more than SIII but both companys are safe bet at this price.

BTW: I added SIII to my favorite stock list last few days as I suspect $4.5 to $5 should be the bottom of SIII, its price can only improve from now on. { Don't take my opinion seriously because last month I also said $6 is the bottom of OAKT :o( }

aC