3DFX Message Board - Msg: 5379665

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Technology Stocks : 3DFX

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To: Jeff Lins who wrote (5937)	7/31/1998 6:32:00 PM
From: Patrick Grinsell	Read Replies (1) of 16960

<<-Sell through? still doing well. Quarter is back loaded, so things should pick up quite a bit in August- July was relatively slow, though that is part of the seasonality of the business. >> This comment has me concerned. About the same time they expect sales to surge, the next-gen cards will be hitting the market in force. We already know 1 company (STB I think) plans on decreasing their V2 orders as soon as that happens. They'll need every inch of that 20% Banshee just to make it through this quarter. I guess that's why the stock is so cheap. Here where we separate the men from the sheep. Any attempt by me to sell now and repurchase in 4th quarter will end up in me missing about 4 points. No crystal ball, just experience. Rather than guess at this nutty market, I'll hold. Jeff, I've said it before and I'll say it again. YOU'RE THE MAN! Pat

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