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

To: Czechsinthemail who wrote (2557)	4/24/1998 1:25:00 PM
From: Kevin Hay	Respond to of 16960

What is long term case for TDFX? ie: 3-5 years out. I was looking at their website last night and saw one oem deal with a euro-box maker (sorry I don't have the link..., in a hurry today). There was a post on the yahoo thread saying one of the few anaylysts covering this company had a lower estimate for 1999 than for '98. Is this bs? The thin analyst coverage of this stock make the stated long term growth prospects somewhat suspect. Also, if the company recognizes revenue when they ship product we could have a stuffed channel already. Has anyone seen any sell-thru numbers? Does the gamer segment have to expand? Does 3dfx have to expand out of the gamer segment? Are there enough gamers to drive growth long term? Also, the CFO, which recently left, was also with aapl and chips. I'm not sure if this means anything, except I have a slight concern that he's had experience hyping companies. Baking the books? I have no reason to accuse anyone of criminal behaviour. However, I'm part of a class action suit from ~3 years ago where the company (Media Vision) had a blow out guarter and was then found to be hiding returned inventory. The only clues we get are big inventory and a/r....,sound familiar? very painfull to find you've bet big on criminals, don't care to repeat this. Perhaps we can make the discussion a little more forward looking for a while...? Thanks -Kevin ps. I'm long, deciding how much more I'm willing to bet on this company should it fall further.