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Technology Stocks : Thrustmaster (NASDAQ:TMSR)
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To: Norman A. Levinson who wrote (107)2/12/1997 5:17:00 PM
From: bythepark   of 2443
 
Norman, everything you've posted has made very good sense and now that you've shared some of your background in this industry ... I can definitely understand why !!

Could you help me with two things here. First, help me understand how you are using the expression "holy grail" to categorize the IBD article. Do you mean that a CEO/CFO will be saving that article and using it as a road map to the industry?

Second question ... Did you pick up on the writer's message that he feels it is _impossible_ for anyone to compete for very long with MSFT? I wish he had explained specifically what MSFT did last year to grab a 40% market share of the joystick market. And on that topic I am wondering what TMSR's response is going to be. Apparently they still sold $7.7 million worth of joystick (down from $14.55 million last year). Are they still making money enough at this level to justify adopting MSFT's electro-optical approach and then continue selling joysticks as before?

Isn't our major hope here that MSFT's participation in these markets (joysticks & driving controls) will drive the demand enough that TMSR will continue to thrive ?

Thanks in advance for any light you would care to share. I am in agreement with John and his comment about how frustrating this stock has been to own :)

--alan
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