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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (31397)	7/7/2008 11:04:58 AM
From: epicure	Respond to of 78704

I added some too last week.

To: Paul Senior who wrote (31397)	7/7/2008 11:27:19 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78704

TRID - I guess this is where knowledge of the industry is not necessarily positive. IMHO, TRID does not have a chance. On the high end, you have NVDA and ATI/AMD and no one can displace them. They are also pushing into low cost solutions too, where their name/brand will be quite a cachet. On the low side you have Intel and no-name-integrated-chip manufacturers. I guess Trident plays in this sandbox, but Intel can pretty much dump their chips together with their CPUs, chipsets, etc. Not an area I would want to be in as a company. I don't have knowledge about their position in the TV chip market though. That being said, buying profitable (?) company at cash can be a good investment. I will pass though.