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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (9633)12/14/1998 7:52:00 PM
From: VincentTH  Read Replies (2) of 16960
 
Pat,

I happen to agree with you here. This is the first time I am exited about TDFX since I spent 50% of my portfolio to buy it at $20 (ouch!).
I believe brand name will sell, as evidenced by the number of Banshee's sold in a short time period. (I am a proud owner of a Banshee myself, and like it). Now that TDFX has eliminated the middle man, WS will have a more favorable at the company.
Now, if this STBI deal would make Dell a TDFX OEM, TDFX shareholders will hit pay dirt.

Buy STBI: it offers a huge discount over TDFX price. I doubled my TDFX position by loading up with STBI's May 5 calls which translate into TDFX's cost of around $12. What a steal! (well provided that the merger holds).

//V
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