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

To: Sverre Schriwer who wrote (2650)	4/28/1998 11:33:00 PM
From: JR	Respond to of 16960

/Sverre, you forgot one thing! 78% of all options trading today were calls. EOM

To: Sverre Schriwer who wrote (2650)	4/29/1998 3:11:00 AM
From: John Coltrane	Read Replies (1) \| Respond to of 16960

>>TDFX share price is really a bet whether these new products will be able to successfully compete with nVida, Matrox and others in the future, << Right on! Assuming a successful E3 for 3Dfx/Banshee, then what of the stock price? Will it break $30 or will it top as selling into demand repeats itself, most especially considering the recent holders at 30+ (though at $25 many have been cleared out). Any thoughts? ------- Carver Mead of Caltech: "Listen to the technology...and find out what it is telling us."

To: Sverre Schriwer who wrote (2650)	6/23/1998 7:58:00 PM
From: Sverre Schriwer	Read Replies (1) \| Respond to of 16960

Zacks downgrade. TDFX were downgraded from 1 (best) to 4! (second to worst) by Zacks today. TDFX were recently dropped from Zacks 100 due to the poor recent performance of the stock. I just don't understand what's going on. Either the rest of the world is savvy to important news I don't have a clue about, or I'm stupid. If anyone had told me that a short just after last earnings would be a doubler by now, right after Banshee release I'd have called for a doctor (after lending my shares... ;-D). I just dunno anymore... IMHO the DEC98 Calls are on fire sale, but I may be wrong. DEC98 17.5 Calls ask 4 5/8, breaking even at stock >22 before christmas!!!? DEC98 17.5 PUTS are bid at 4!!! Madness... I do wonder about one thing, though. The recent secondary issue was as we all have come to realize, a very bad thing indeed, at least for us investors. What I wonder is what they needed the money for? With earnings going the way the are and loads of cash on hand I see no reason for 3DFX raising the extra capital. What for? They have plenty cash to pay for top-level people, who work for the stock options anyway. Their cash flow is positive, to say the least - which begs the question what the money is for. I hope it's something good. /Sverre