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

To: Patrick Grinsell who wrote (13423)	6/23/1999 6:45:00 PM
From: Jeff Lins	Read Replies (1) \| Respond to of 16960

S3/Dimd deal is a great deal- provided you are short SIII or DIMD, or long any of their competitors...they get 18 months- tops- before they are 6 feet under. Sun: long NVDA? If the stock falls in half, it would have tdfx's market cap...if you want to buy it at a deal, I would suggest it first fall 75+%. Shorting it now would probably be very profitable. NVDA is screwed. Nobody but CREAF can buy them, and they are tightwads...they'll wait til NVDA falls and falls- while still buying NVDA chips. If somebody comes along and makes a deal, then they will assess the situation and make an offer. Otherwise, they'll wait it out. NVDA is one superior short candidate! Meanwhile, TDFX looks to have a shot at getting back into DELL boxes in a bigger way. And unless Micron wants to live with S3 chips, they are going to have to break their relationship with DIMD...