3DFX Message Board - Msg: 9456271

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Technology Stocks : 3DFX

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To: Marc who wrote (12416)	5/11/1999 1:18:00 AM
From: Patrick Grinsell	Read Replies (1) of 16960

Marc, let me try and answer your questions: The entire video card market that they are talking about is retail sales data from PCData's participating channel partners. The sample is large enough to consider very reliable, IMO. How can a brokerage firm upgrade just based on these numbers? Easy, the one main sticking point that naysayers were clinging to was that 3dfx wouldn't sell anything without Creative or Diamond. The Voodoo3 reports not only show 3dfx as surviving the change, but thriving in it. This type of brand based sellthrough is truly amazing. Imagine what 3dfx can do with powerful products in the pipeline. My e-mail is grinsell@netwiz.net. I assume the report you are talking about either relies on outrageous numbers too far into the future or talks about some version of the greater fool theory. I'll try to read it with an open mind, but I've already read enough of that type of tripe to turn my stomach. Pat

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