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Technology Stocks : 3DFX
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To: Chip Anderson who wrote (4609)6/23/1998 12:48:00 PM
From: Frank Sheridan  Read Replies (2) of 16960
 
As you invest you live and learn. I used to have three criteria for being interested in a tech company, those being

1. Marketplace / mindshare leader
2. Technology leader
3. Well positioned in a growing market.

Now, after being crushed in my TDFX position, I have decided to add another criteria to my list:

4. Adept at presenting itself to investors through press releases / P.R. etc.

By this criteria I would no longer invest in TDFX. Their ability to present themselves to the investor community seems to be deficient in the extreme. At this point I am only staying long to try to recoup my losses. I no longer have much hope of this company being a big success in the long run.

Regards.
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