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

To: Andrew Fenic who wrote (2149)	4/16/1998 5:17:00 PM
From: Andrew Fenic	Respond to of 16960

3DFX is sickeningly undervalued after today's news. They will probably make at least $300 million in 1998 yet their present market capitalization is only around $400 million (hehe until tomorrow). Is that because their margins suck? Heck no! For a high growth company the gross profit margins are outstanding and they are posting earnings well into positive territory. That is incredible for a firm investing as heavily in R&D as they do. This is a gem. A sparkling jewel. Arguably it has the potential to become the strongest growth stock of the next decade. I'm excited. And only something like 14% of PC's presently have 3D cards; the growth potential is nearly limitless. I think 3DFX's quarter over quarter growth rates over the next few rounds are going to make even IOM's historical glory days pale in comparison.