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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Michael G. Potter who wrote (13412)	6/23/1999 11:19:00 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

Are you a buyer of NVIDIA because all the other board makers now forced to go with NVIDIA or are you trying to play a takeover angle? Both. All the independent board makers will have to buy from nVidia and should someone want to take over NVDA, nVidia can name their price. I am betting that S3 will choose not to support the other board makers in competition to themself. If S3 is still willing to supply others (why?) then it is a whole different game. With the 18 million shares coming free.... Diamond is at least 1/3 of NVIDIA's business... These are all short term issues. I'd wait for a sell off in NVDA and then load up on them. The sell off is not happening yet. But I think by the time they announce the current quarterly, there will be a buying opportunity. ST P.S. Congrats on your new promotion. I'm happy for you.