Mostly OT Marc,
>> How do you like it so far 10$us was not bad. ;)
On ATYTF, yes liking it, now quoting 14 5/8 on Nasdaq. The volume
has really picked up on the Nas, and it's leading TSE in
percentage gain so far. That's a good sign for momentum on this
one, so still holding... being on the Nas is going to help now.
Tis' why I didn't want us to lock horns in the past, for a while
there ATI just didn't have the mo-mo, when it turned I got in,
maybe a little late. Sorry guys, not in these graphics companies
because I love 'em, but to make money.
Back to 3Dfx: the ATI report shows how much S3 is losing market
share. ATI is looking to grow into it, 3Dfx has the opportunity
to get part of that too. I still think 3Dfx can execute, and
this is validation of the vertical integration model (STBI purchase).
But Sun's right, forward statements at upcoming conference call
are going to be critical. Thus since I still think 3Dfx has a great
management team: still holding.
Waldeen |
