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 : SYQUEST -- Ignore unavailable to you. Want to Upgrade?

To: Michael Coley who wrote (5767)	3/3/1998 1:31:00 AM
From: Steven Fischer	Respond to of 7685

Well been awile..., Here is a nice link to check out and babble about. 207.53.33.62 and after you read that enter IOM and see what they say. I am still trying to decide wether or not to go kick a CEO in the nads...(yes I do buy dogs) but none of the above busy -Steve

To: Michael Coley who wrote (5767)	3/3/1998 10:19:00 AM
From: Ping Ho	Read Replies (1) \| Respond to of 7685

SyQuest Valuations have historically been overvalued and it is because people expect too much ramp too quick. The number of units that Coley gives 80-100k for the Sparq is conservatively justified but under my estimates. My sources say 110-115k for the Qtr. I think that your tie ratio is unrealistic. Tie ratios of 10, 8, or 5 are outrageously optimistic. I would be pleased with a tie ratio of 1.7-1.9. The media is the key. If they get the media out in volume, the margins get positive. We need to know component suppliers and ramp of the penang plant. Would someone get some information on this. I want to know. Also, Channel checks at Fry's shows good sales, little returns, but not enough media. Ping