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

To: Peter S. who wrote (1032)	12/4/1997 10:00:00 PM
From: Andrew Fenic	Read Replies (2) \| Respond to of 16960

Stunning news. In 7 years of investing I have never seen a more bullish press release. As we all have been predicting for so long, 3DFX is a winner company with an ABSOLUTE LOCK on the PC 3D market. The results of that, in the form of way better than expected product sales, are now starting to surface. And believe me this is just the start of a VERY good thing. VooDoo II blows away the original in every respect. 1998 will be the year of mainstream 3D acceleration w/ 3DFX at the forefront. Hopefully with this news it will be awhile before we again see unjustified downward movement in this GREAT issue. One question: What on earth caused the recent dip?! Makes me think that companies can still keep a secret even in this day and age :)

To: Peter S. who wrote (1032)	12/4/1997 10:10:00 PM
From: larry oertel	Read Replies (3) \| Respond to of 16960

Whew! Glad I stuck with this one. I trippled my total shares at 15 7/8 and was really starting to sweat. I am an avid gamer and work with about 15-20 PC gamers who make >70K per year. Every one of them owns a 3DFX card or is planning on buying one. Those that have 3DFX cards are ALL planning on upgrades to Voodoo 2. Many agree that the beauty of these cards is that it gives your gaming PC legs. Most would be considering an upgrade computer by now if it were not for 3D cards. Of course Intel must know this and I'm sure they are hard at work on finding a way to stop 3DFX. In the long run it will hurt their home PC market. What do you think Intel will do? I'm hoping that they will go for some half baked on the chip solution ( MMX2?) because if they do I think this company can stay 2 steps ahead. My other worry is the lack of OEM contracts. I think the problem is that the cards are too expensive. Any comments? I was a early invester in IOM and we waited a long time before the OEM's came aboard. But like 3DFX, it was early dopters that bought Zip drives and it took about a year and half for the OEM's to start offering them as standard. If 3DFX can just get Dell to offer the card as a option it would be a great start. If the Voodoo 2 works as well as the early reviews say it will I think we will have a great year ahead of us. I do believe 4th Qtr. may be hurt by many gamers holding out for the Voodoo 2 though. Happy Investing!