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Technology Stocks : Tseng Lab on the move?

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To: Jim Tergis who wrote (7)1/17/1997 8:32:00 AM
From: Sandy Meade   of 251
 
From my perspective, TSNG has two major handicaps:
1) Intel - this competitor wants to be all hardware: Intel Inside, Intel Outside
2) Other strong 2D & 3D competitors in a shrinking market.
The one opportunity TSNG has, is to differentiate itself with compelling software. They have to invent a 3D development SDK that is impressive enough to lure app developers in the next class of the application development food chain. It's the excellent design of the software, not excellent design of the hardware that will be the difference.
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