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Technology Stocks : 3DFX

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To: DJC who wrote (1362)1/26/1998 9:01:00 PM
From: fivebagger  Read Replies (2) of 16960
 
Pros:

- Great Product that vastly outperforms competitor products
- Name Brand
- Strong Demand for product
- In an industry growing by leaps and bounds; the growth is ACCELERATING
- Current price decline before earnings announcement (trust me, it's a good thing).

Cons:

- Competition in industry is increasing
- Production capacity for chips is not where it should be
- Voodoo Card may price itself out of the range of OEMs
- I agree with DJC on this one; I don't like how high expectations are for this company right now. We all know that Wall Street is all about expectations.

Anyone care to add?

Steve
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