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To: Sun Tzu who wrote (189)10/27/1998 3:38:00 AM
From: Sun Tzu  Respond to of 10711
 
Lest someone thinks I'm head over hills in love with TDFX, let me tell you that as I see it, the single biggest uncertainity about TDFX is that at the moment it does not have the absolute best product on the market. This in itself is not too bad, but the challenge is if the management can maintain the company's branding and marketing edge in the public's eye over the next 6 months (or whatever long it takes them to come up with the leading product) with the existing product lines, while the competetion has a faster chip. Again, the potential loss here IMO is not one of substance, but of marketing mindshare.

ST



To: Sun Tzu who wrote (189)10/27/1998 10:51:00 AM
From: rich evans  Read Replies (2) | Respond to of 10711
 
Intel bought a graphics company last year. And with their new Katmai chip how does TDFX fit in? See:

Message 6166638

To me this means TDFX could be in trouble. Unless one is in the industry or has the expertise, this gets risky. AFCI in the telecom area is an example also. So Buffett may be right, that one should invest in a business one knows or understands.

Rich


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