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To: Trader X who wrote (10141)12/5/1997 10:19:00 AM
From: James H. Irwin  Respond to of 17305
 
UBS analyst Chalres Boucher raised estimates this am on TDFX: 12/98 went from 42c to 56c. His new price target is $25. Whereas RobbyStephens raised their 12/98 estimates from 37c to 43c. Maybe UBS is long more shares than RSSF? Bon Chance



To: Trader X who wrote (10141)12/5/1997 11:12:00 AM
From: Andrew Vance  Read Replies (3) | Respond to of 17305
 
*AV*--Sometimes we are on the same page, albeit, the opposite sides of the page but:

TDFX - IPO 6/25/97 and my shares "disappeared" even though promised. Had to buy on the open market at 12.75 (1500 shares)

7/23/97 - after reaching the high teens (~17) a few days before, it had already cratered below 10. I averaged down at 9.25 (1500 again) to establish an $11 base.

12/5/97 - Seriously thinking about taking the money and running but will probably chicken out and try to stretch this puppy into the 1998 tax year.

This was one of the companies I had visited in early 1997 when I was trying to foundry out some manufacturing capacity at the facility I was working at. We tried to get them as a customer. I have one of their boards which is phenomenal.

Up $4 this morning and the expression "burn me once, shame on you. Burn me twice, shame on me" comes to mind. I still like the company but it is a very dynamic sector and new guys keep coming up with better widgets. They had/have the better widget now.

Good Call though. We do agree it is a great company.

Andrew



To: Trader X who wrote (10141)12/5/1997 11:14:00 AM
From: Patrick Slevin  Respond to of 17305
 
I would not be surprised if, after a pullback, this market goes out on it's highs of the day, if not the week. The banks are keeping it strong.