SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?


To: Frank Medvedik who wrote (1167)12/24/1997 1:03:00 PM
From: Gary Hoyer  Respond to of 16960
 
Agreed, what a bunch of idiot commentary. First, Trident doesn't make dedicated 3D accelerators so for Oppy to throw TDFX into bed with TRID is ludicrous. Trident does sell a lot of 2D chips to asian MB makers so their projected lower earnings make sense. However, TDFX is driven by demand for 3D accelerators to play the ton of hot new 3D games, a market that is not dependent on new PC sales. The chips are made by fabs in Taiwan and some of the cards are made in asia BUT the market for chips and accelerators is primarily in the US and Europe, not asia. Did Oppy or briefing.com read 3Dfx's pre-earnings announcement? Doesn't sound like it.

Not to worry, 3Dfx's earnings in January will speak for themselves.

On a side note, this asian doomsday mentality is getting pretty crazy and is creating once in a life time buying opportunities in the tech sector for investors with 2-3 year horizons. We may not have a santa claus rally this year but wait 2 years for the 1999 end of year rally. The asian crisis will be over, the new millineum will be starting and the market will get all caught up in it. Buying now for then could make you very rich.

Just my opinions. Merry Christmas everyone,
Gary.