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

To: Gary Hoyer who wrote (1207)	1/5/1998 9:10:00 PM
From: Plaything	Respond to of 16960

Great article in fool.com My anticipation of TDFX scaling lofty heights is the expectation that sooner or later some bigtime PC box maker will have TDFX as its staple 3d graphics chip (i suspect that it will more likely be later than sooner!). Earnings will REALLY pop once that happens, i doubt that they can grow earnings just off of OEMs like Diamond, STB,etc., alone. Now which box maker do you think is not going to grab the opportunity to present a TDFX chip in thier PCs??!! Buy TDFX and hold for a loooong time!!!

To: Gary Hoyer who wrote (1207)	1/6/1998 9:01:00 AM
From: AJ Berger	Read Replies (2) \| Respond to of 16960

I found the Motley Fool Article to be very poorly written 1. Several statements were repeated throughout the article. 2. They implied that SEGA uses them in the Console market. 3. No mention is made of any competitors product threat. 4. No mention of Intels Graphic Chip enterance. 5. No mention of Microsoft 3D software support factor. 6. Constant comparison to CREAF is really undesearved. Before you flame me, just remember, I started the IPO thread, soon after sold, and got people back in after SEGA dropped 3DFX. I sold again, missing the recent rally, but who knew they'd get extra capacity online for Xmas but TDFX themselves?! I own a Hercules Card with a Voodoe Chip, and only now buy games that are enhanced when 3DFX chips are on board. Needless to say, this article is as hyped and unbalanced as they get. I hope thread members can put things in perspective. People who wonder why this stock does not run away should keep in mind that while the current and next few months are going like gang buster, the future 3 months from now is really very much in doubt. Also, those underwriters who got the IPO must of freaked when the stock died 50% on the SEGA debacle. If it were not for the promise of that deal, TDFX would have IPO'ed a great deal lower then it was able to this past year. With Big money avoiding all but the biggest names in the PC market, Semi's, etc., despite this MF type of hype, TDFX is in for a rough ride through 1998. The market can be very unkind to Graphic chip makers when they faulter. Just look at CRUS, TSNG, SIII, and other related roadkill...