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

To: fivebagger who wrote (1367)	1/26/1998 10:10:00 PM
From: Brent A. Thale	Respond to of 16960

Don't know if this has been posted already, but "The Microprocessor Report" has a nice editorial on the state of the 3D graphics market along with a little blurb endorsing 3DFX's strategy at: chipanalyst.com@091029pxsxkc/report/editorials/edit12_01.html --BAT Spelunk The BAT Cave at wingedmammal.com

To: fivebagger who wrote (1367)	1/26/1998 10:51:00 PM
From: Jay Fisk	Read Replies (1) \| Respond to of 16960

Well summarized fivebagger ! Except for the price decline in advance of announcement, I'd read the afternoon uptick as short-covering. S3 just announced 3 cents vs expectation of 2 cents: "S3 Inc. (SIII): The electronics-components company reported fourth-quarter earnings of 3 cents a diluted share, beating the 2- cent average estimate of seven analysts surveyed by IBES. S3 fell 1/16 to 5." Its a stretch, but you could call that a 33% earnings surprise. Buying the dips, selling the peaks, got av cost down to $14.25. If it drops Wednesday (Who knows what the "whisper number" is, I'm loading up ! Their business going forward looks extreme. Jay