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Technology Stocks : 3DFX

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To: Casey who wrote (11074)3/12/1999 1:48:00 PM
From: Patrick Grinsell  Read Replies (2) of 16960
 
The fat lady is about to sing...

I'm heading to immersion '99 Monday. I should get a good idea of what 3dfx has in the queue. I expect to see, at a minimum, a large and "real" push into other markets. I also expect, at a minimum, the previously leaked specs and timetable (November) for Rampage. These two things will be my focus. I give it a 75% chance 3dfx will be unable to meet my expectations. (With all this institutional buying lately I could be wrong though.) If my expectations are not met I will sell into what will inevitably be leaks from this meeting and hype from the Voodoo3 launch.

I have signed an NDA, so don't bother asking me any questions, but I'll tell you guys on Monday whether I'm out or not.

Pat
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