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


To: Reginald de Cologne who wrote (15)12/1/1997 10:54:00 PM
From: John Nasser  Respond to of 249
 
Well, my take on it is...

Although these 3 "buys" are nice to have. They really haven't been made by any prominent firm. Not taking away anything from these companies, but once you get some larger analysts on this stock we should see some nice appreciation.

Volume has been high this past week and a half.

Let's watch this.



To: Reginald de Cologne who wrote (15)12/1/1997 10:59:00 PM
From: John Nasser  Read Replies (2) | Respond to of 249
 
A few negetives to point out....

After reading (well most of it) FDJA's SEC FILING... The company noted that some they expect heavy competition.... feel that it will be hard to compete on margins since they do not own any Fab to produce a cost reduction of chips. And that many of its competitors do.

Although, the plan is to invest heavy in R&D and stay ahead of the pack and compete on that basis.

There has been negotiations w/ Texas Instr. on licensing. This started in April '97... so far I have heard nothing.

John Nasser