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Strategies & Market Trends : Lizard King's Trading Swamp -- Ignore unavailable to you. Want to Upgrade?

To: Jimmy Dell who wrote (4486)	2/15/1998 12:25:00 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 7396

Jimmy, just did a little checking on ESON. On Feb. 6, LGT Asset Mgmt (and subsidiaries) took a position which raises their stake in the company to 3,713,000 shares (23%) NOTE: I never know with 13Gs whether the amount reported is the amount purchased or the aggregate amount after inclusion of the purchase. Also, currently short interest is pretty low (but increasing) at 47,000 shares outstanding. the insidertrader buy rec still stands. jess

To: Jimmy Dell who wrote (4486)	2/15/1998 11:31:00 AM
From: Paul A	Respond to of 7396

Good points on TDFX. Between the dilution and Intels new 3d chip, I would say TDFX has done quite well. I think 23 is the sticking point. Most people would sell the farm to pick shares up below $23 at this point. I learned alot this week about the power of marketing in huge 'monsters' like intel and microsoft. Great how its legal to lie if you have money... intel is way out of its league in the 3d arena. Gamers are a strange bunch of people, who spend about half their day making such small changes to their computers just to increase performance. Intel will never get their business with inferior, marketing hyped b.s. Time to go pick up Barrons.. I always like to see who their going to destroy over the weekend... Anyone keeping an eye on NOVL? They always move this thing before earnings and boy is it liquid..