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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (8643)10/27/1998 7:23:00 PM
From: jttmab  Read Replies (1) of 16960
 
Sun,

I got a little chuckle out your BTW... "bought another 1000 shares today. I think the market is due for a bit of pull back over the next few days though."

We've discussed earlier the "tactic" of TDFX moving up on bad news and down on good news. Seems to have played out somewhat for yesterday and today. Early morning negative from Greenberg and TDFX goes up. OEM/Banshee deal "confirmed" late in the day/after the close and today of course TDFX drops a tad. Are you expecting that the pull back of the market will result in a TDFX move up or that you're expecting a negative TDFX story that will drive the share value upward? :o)

Serious question(s) now....Assuming that Intel wants barriers to entry in their market what would they do? What does AMD do to get a differentiator and gain market share?

Wouldn't it be hysterical if Diamond was concerned about Creative controlling the flow of 3Dfx chips and decided that they needed to have a comparable or better equity interest in TDFX to guarantee supply?

Regards,
Jim "in a what if mood" (pending trademark)
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