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

To: papi riqui who wrote (3983)	3/30/1998 4:19:00 PM
From: AreWeThereYet	Read Replies (2) \| Respond to of 4335

OAKT is more a value play now (similar to SIII), you are buying a company which has steadily improve book value. Unlike other problematic company that have declining book value. OAKT is still making profit but not enough to drive up its stock price. With CD-ROM alone, OAKT should able to secures around 200M revenue for FY98 at $5/unit. Now says in 1999 OAKT has only 20% of 70M DVD-ROM market share at $15/unit, that is still around 200M but GM will be higher with DVD-ROM controller. IMO, there is not much downside risk to buy OAKT. BTW, don't be surprised if the coming quarter is only break-even or even a small loss. aC