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

To: Ping Ho who wrote (5773)	3/3/1998 10:35:00 AM
From: Arrow Hd.	Respond to of 7685

A friend of mine in New Jersey tried to buy one over the weekend and they were all sold out. I am not sure how many places he went to and what the details were but none were to be had. All back-ordered. This is not necessarily good news since demand is somewhat perishable and if a competitor matches the offering then SYQT has lost its window of opportunity. This is why I agree with your concern about what is going on in Penang and their manufacturing in general. I would also think that the Asia crisis plays into their favor for this quarter. Manufacture in Asia, get low cost and currency benefit, and sell all you can make in the U.S. with no discounting due to demand dynamics. Not a bad scenario.