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Technology Stocks : 3DFX
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To: Czechsinthemail who wrote (4570)6/22/1998 8:12:00 PM
From: Joe C.  Read Replies (1) of 16960
 
I think we're looking pretty good right now. Forget big jumps up, we've got way too much downward momentum to turn this around overnight. Very few big blocks today. This is a good sign since most of the blocks have been on the down side in the past. A boatload of press releases might have helped us to feel a little better but it won't help stop the negative investor sentiment. Face it, many people are scared right now. Why? 'Cause an apparently great company has lost half its' value in the last month or so. What we need is proof that investor concerns are unwarranted:

1. Solid if not great earnings on 7/15 to show current high end business model is profitable
2. Management direction on 3rd and 4th quarter's that future earning growth is sustainable
3. Third party board makers announcing and releasing Banshee based boards for retail channel (upgrade market).
4. One OEM announcement, ideally Compaq or Dell, that Banshee will be standard option 2D/3D card.
5. Analyst earnings estimate increases based on forecasted additional revenue from Banshee.

The OEM announcement alone could start to turn this thing since analysts could use this as a basis for upwards estimates. Remember, none of these analysts have factored in Banshee sales in their estimates to date. It's pretty sad, I love this company, I'm totally bullish on their prospects and I've committed a very large part of my capital into this stock. Bottom line though is that the trend is against us on this one. It will turn, it'll just take a little time. Enjoy the summer. Joe C.
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