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

To: DJC who wrote (1362)	1/26/1998 7:52:00 PM
From: Jay Fisk	Respond to of 16960

Obvious downtick before noon. Dell announcement part of it, as well as: Creative Technology Ltd. (CREAF) 18 1/8 -2: After reporting a penny better-than-expected earnings, Singapore-based manufacturer of multimedia solutions warned that turmoil in Asia will pressure revenue for the remainder of the fiscal year ending June 30. In the latest qtr, its sales in Asia fell 28%. Says does not want to give any hard guidance, because the significant "uncertainty." However, the rapid rise in later afternoon, may forecast a rising trend tomorrow.

To: DJC who wrote (1362)	1/26/1998 8:08:00 PM
From: Paul A	Respond to of 16960

caution on ANY issue right now is the 'word' but to compare Cube, Dimd, and Creaf to TDFX is like apples to oranges. Yes we sell to dimd and creaf but I could care a less how their companies are weathering the storm in Asia, so long as this one little product - brought to them by non other than my beloved TDFX sells. and It will.. and they will be looking for our chips to make up for problems elsewhere.. Very simple.. yawn.. here we go again! another bargain price today, another easy buck.. Since the day this stock started trading I have read countless posts bashing this company, its product, how foolish investors in this company are, TA looks bad, etc etc etc.. Well.. if TDFX were to plummet to $5 tomorrow I will still have enough profit in the bank from the last 6+ months to buy my next new car. Speculation. The product is selling, the product is great, the management has a plan. Until I see the fundamentals failing I will continue to buy this stock. Yawn...

To: DJC who wrote (1362)	1/26/1998 9:01:00 PM
From: fivebagger	Read Replies (2) \| Respond to of 16960

Pros: - Great Product that vastly outperforms competitor products - Name Brand - Strong Demand for product - In an industry growing by leaps and bounds; the growth is ACCELERATING - Current price decline before earnings announcement (trust me, it's a good thing). Cons: - Competition in industry is increasing - Production capacity for chips is not where it should be - Voodoo Card may price itself out of the range of OEMs - I agree with DJC on this one; I don't like how high expectations are for this company right now. We all know that Wall Street is all about expectations. Anyone care to add? Steve

To: DJC who wrote (1362)	1/29/1998 2:10:00 AM
From: Fred Mah	Read Replies (2) \| Respond to of 16960

"I'd have to advise caution on this one. Forward looking perception is everything, regardless of current earnings. DIMD,CUBE, and CREAF reported excellent earnings, yet their respective stock prices are still under presure. Throw in a potential post lock up avalanche... and we could go super beta sideways for quite some time. " Perhaps, but the difference is that 3DFX is highly dominant in its market which is not as true for DIMD, and CREAF (I don't known enough about CUBE). With a successful launch of the Voodoo2, I doubt the stock will slow until around 40's if that. Before the IPO I felt the stock would double within 6 months and probably hit 30 within the first year, it seems to be meeting my expectations.