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Technology Stocks : 3DFX
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To: Paul A who wrote (2173)4/16/1998 10:49:00 PM
From: Andrew Fenic  Read Replies (1) of 16960
 
Paul,

I disagree. You said 3DFX was "going to be huge". Sometime back I worked at a company called Mead Data Central / Lexis-Nexis. They were immensely proud, righfully so, that they were able to grow from a small startup to a 400 million dollar company in the course of approximately a decade. Seemed like a pretty big company when I worked there. They had a sprawling campus of 6 buildings spread out over perhaps a half mile.

Assuming no further growth, 3DFX has become a 200 million dollar company in a single year. I'll assert now for the record that 3DFX isn't going to become huge; 3DFX has become huge (!) It is now high time that investors wake up and realize this has occurred. And IMHO despite the annoying lack of mainstream media publicity 3DFX fired a shot heard round the investing world tonight with that earnings report.

It is darn near time people wake up and stop calling this a momentum stock. Looking at the fundamentals it is ANYTHING BUT. 3DFX is an extremely solid undervalued firm with wonderful products and amazing growth; the exact opposite of what we typically see in ultra-high growth overcapitalized issues.

[PS: Lexis-Nexis sold to Reed Everhart for well in excess of a BILLION dollars. Anyone care to guess what 3DFX is worth after posting a 100% quarter over quarter revenue growth? I think a cool billion, or 2.5x times tonight's valuation, would be fair]
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