3DFX Message Board - Msg: 9468969

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Technology Stocks : 3DFX

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To: Casey who wrote (12447)	5/11/1999 3:59:00 PM
From: Sun Tzu	Read Replies (1) of 16960

Ok, my lasst word on this. Fell free to finish it up for me <g> It should be possible for a company to give roadmaps without giving away too much advantage to their competition. They don't have to say "In August we will ship Rampage and here are the specs". They can however say that "We'd like to grow our revenue by X and have at least Y% of it from OEM sales". They ought to answer investor questions when they are asked "So what will you do about your European sales? How will you maintain that half of your revenue". Likewise they should tell us what they expect to gain out of Quantum3D. These are essential questions to be answered; 3dfx is not a private company anymore. Nor do these answers give away a big advantage to the competition. The bottom line, a management that has been around for a decade, has a track record to fall upon and can ask to be trusted. An upstart company in a cut throat business should be more open to the investors to gain their confidence. This is perhaps my single biggest complaint about 3dfx. I still think my other points are valid now, even if in 2~5 years we can treat them as water under the bridge. regards, Sun Tzu

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