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Technology Stocks : Truevision -- Ignore unavailable to you. Want to Upgrade?


To: Patrice Gigahurtz who wrote (80)10/24/1997 9:55:00 PM
From: Esvida  Read Replies (1) | Respond to of 216
 
Patrice,

Yes, I've been very glad to read his posts and your posts. I'm
really impressed with your questions and his answers. I don't know
what you are, but you seem to have intimate knowledge of TRUV's
marketplace. I wish I know as much as you do.

I've been an investor in TRUV off and on for several years. Up to
this run up, I was about at the break even point with all my TRUV
engagements (that means wins and losses). Several years ago, Rasterops
(the old name) was recommended by DLJ and that started my involvement.

I was out completely last year until Microsoft engaged TRUV with NT
enhancements. This is a pure MSFT play for me. I have no anticipations
about what Mr. Doctor will present. I have several questions in
mind:

1. growth potential on NT
2. possibilities to run on Unix systems which support PCI (I don't
think they do now.)
3. will gross margin improve or at least remain the same, or what
we've seen was too good to hold
4. other people's questions on this board

-Al