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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (10637)2/12/1999 3:03:00 PM
From: timbur  Read Replies (5) of 16960
 
If nVidia ever does go bust

Sun and others,

I've seen several posts about why we should be bearish on nVidia's outlook. But for some reason, many of the arguments are escaping me right now. Could someone reiterate what those are for me? Obviously, before the IPO and the TNT release, they were having some cash problems. But are those problems (and the root causes) still there now that TNT seems to be doing very well and their OEM agreements are cranking?

Also, why is it that many of my friends are becoming TNT converts, and are purchasing them retail not OEM, yet TNT is not in the top 5 of the PC Data lists? (The last one I saw was for November. Anyone seen later ones?)

TB
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