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Technology Stocks : Faroudja FDJA

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To: Reginald de Cologne who wrote (15)12/1/1997 10:59:00 PM
From: John Nasser  Read Replies (2) of 249
 
A few negetives to point out....

After reading (well most of it) FDJA's SEC FILING... The company noted that some they expect heavy competition.... feel that it will be hard to compete on margins since they do not own any Fab to produce a cost reduction of chips. And that many of its competitors do.

Although, the plan is to invest heavy in R&D and stay ahead of the pack and compete on that basis.

There has been negotiations w/ Texas Instr. on licensing. This started in April '97... so far I have heard nothing.

John Nasser
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