I found the Motley Fool Article to be very poorly written
1. Several statements were repeated throughout the article.
2. They implied that SEGA uses them in the Console market.
3. No mention is made of any competitors product threat.
4. No mention of Intels Graphic Chip enterance.
5. No mention of Microsoft 3D software support factor.
6. Constant comparison to CREAF is really undesearved.
Before you flame me, just remember, I started the IPO thread,
soon after sold, and got people back in after SEGA dropped
3DFX. I sold again, missing the recent rally, but who knew
they'd get extra capacity online for Xmas but TDFX themselves?!
I own a Hercules Card with a Voodoe Chip, and only now buy
games that are enhanced when 3DFX chips are on board.
Needless to say, this article is as hyped and unbalanced as
they get. I hope thread members can put things in perspective.
People who wonder why this stock does not run away should
keep in mind that while the current and next few months are
going like gang buster, the future 3 months from now is really
very much in doubt. Also, those underwriters who got the IPO
must of freaked when the stock died 50% on the SEGA debacle.
If it were not for the promise of that deal, TDFX would have
IPO'ed a great deal lower then it was able to this past year.
With Big money avoiding all but the biggest names in the
PC market, Semi's, etc., despite this MF type of hype, TDFX
is in for a rough ride through 1998. The market can be very
unkind to Graphic chip makers when they faulter. Just look
at CRUS, TSNG, SIII, and other related roadkill... |
