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Technology Stocks : Faroudja FDJA

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To: Douglas Nordgren who wrote (188)	1/26/1999 5:32:00 PM
From: reid brandon	Read Replies (2) of 249

Mentioned in news article 1/25: biz.yahoo.com Unfortunately only 6 market participants shown in the related-quotes box at the top of the article. I read this and wonder if the Frost & Sullivan paper has been digested by any followers on SiInvestor?: "The maturity of the market and established position of the market leaders are not favorable for new market entrants, and therefore the competitive situation has been and is expected to continue to be stable." Any concerns over competition are valid but moot at this point in the evolution of HDTV as it relates to FDJA. IMHO the Japanese consumer equipment mfgrs will be the ones most concerned over competition, as that is where the volume is. Long on FDJA, I agree with you when you say it "a situation ripe for the picking imo."

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