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Technology Stocks : Vidikron Technologies Group (VIDIC)
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To: Randy McWilliams who wrote (183)2/4/1997 2:40:00 AM
From: n/a   of 782
 
No, I am not shorting PJTV. I looked at it as an investment. I liked the product. I do not like management. When it is a choice of a good business or a good management, I will generally choose a good business. ie, look beyond management. In this case, I see PJTV as a cloner which is first to market with a consumer product. I don't see much value added with the PJTV that will give it an advantage over a price driven cloner. Therefore, I don't see much investment opportunity in PJTV. Its more of a speculation. I see one quarter of advantage for them. I don't see the beginning of a long-term business.

I do not have an investment in Silicon Light Machines, but I intend to look at them. You can call them at 1-408-541-1990. They are quite small with 35 employees. They are truely an R+D outfit.
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