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Technology Stocks : 3DFX
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To: Sun Tzu who wrote (8843)11/6/1998 4:15:00 PM
From: Patrick Grinsell  Read Replies (1) of 16960
 
Sun, I'm not worried that the average consumer isn't getting AGP parts just so long as the OEM's are getting enough. What makes me happy is that demand is strong enough to surprise even 3dfx. There may be some lost sales in this short-term imbalance, but the surprise to the upside means we are well on our way to becoming a major player in the OEM market which is a lot more important.

I've been think about shorting Intel recently too. According to everything I've been seeing recently, their monopoly looks like it's about to topple. The only thing that's stopping me is the technicals.

Pat
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