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Technology Stocks : Tseng Lab on the move?

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To: Jim Tergis who wrote (34)4/12/1997 2:25:00 PM
From: Mike McFarland   of 251
 
My take on this company has always been that they do a pretty fair job designing video chips and keep right up performance-wise with the biggest video chip companies. The dollar-yen exchange rate was a problem some years ago, because production was there, but I dont think that is any problem now with a stronger dollar. Production has also moved away from just the plant in Japan (correct me if I am wrong, haven't followed TSNG for a couple years). So the main problem seems not to be with the product, exchange rates, management (I assume Jack Tseng is pretty dang smart to be in high tech), but rather that this business is cutthroat.

Plus, right now, for most PC users, and jump in video chip performance is not worth paying for, so how can you make any money in this business?

Anyway, it seems there cant be much of a management problem, the only descision to make is how to get your engineers on to a different technology overnight, and get the business into designing something else fast.
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