Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Number Nine Visual Technology -- Ignore unavailable to you. Want to Upgrade?

To: eric lerner who wrote (978)	5/9/1998 12:18:00 AM
From: JR2	Read Replies (1) \| Respond to of 1183

Let me try an attempt at being balanced --- which is what i've been claiming others haven't been...when maybe I needed to be. 1. Last may Ticket to ride was suppose to be THE answer. I've got one. But the OEMs are marketing 3d, and or gamer cards. PC computing Mag. still feels that TTR has great 2d AND 3d, but thay were too late to the market. Silver Hammer probably has AGAIN the best 2d and much better 3d.....well where is it ? 8 million in revs on the TTR and gx2 is a joke. Hey, maybe MICRON, Nec, and the few others were holding back because of 9's visible problems. Here is my 64 million $ ? Does SGI lend 9 the solid footing that is needed for older and NEWER OEM's to be willing to vendor with them in a serious fashion? IBM---will they do more business with 9? To anyone who thinks that these video cards can be sold at comp usa like rakes in October.....I don't buy it. OEM's and some selective VAR deals make the most sense. IMHO. I'll say it again: HASBRO injected money into Radica Games, slowly but surely it WORKED, bigtime. SGI is no Hasbro, but has the blood finally stopped anyways? Will revenues get back above 55-65 mm? The expenses are working down. The most important question remains : Does Frank M. still have lunch with an old pal come June at "meeting time"? Hey Eric, the price of optimism is going up...sadly the price of video cards isn,t. We need SGI and 9 to build these widgets on the cheap. Oh yeah, what happens with LSI Logic now? If anyone has ideas don't be shy. Peace Out

To: eric lerner who wrote (978)	5/9/1998 12:26:00 AM
From: Sharon Button	Respond to of 1183

I think it's a pretty good deal. If you have time to wait and have not been in the stock until recently might be worth holding. There are a lot of other opportunities out there and these days no one wants to wait (As I said in my post, people are spoiled in this market and want instant gratification). It took me 2 1/2 years but I finally made money on this company. Reread the announcement because I think it said payment is due 180 days after September 30,1998 so you might not see a buyout until a year from now. There did seem to be a lot of buying at the $3.5 level. It did cross my mind that someone knows something and is scooping up shares before NINE announces a major OEM win/wins soon. Hard to tell though and the price could go very quickly north or south at this point. So place your bets (and they say this is not legalized gambling!). JMHO

To: eric lerner who wrote (978)	5/9/1998 10:47:00 AM
From: AreWeThereYet	Read Replies (1) \| Respond to of 1183

Eric, face the fact. The SGI deal is great for NINE (except it could mean some dilution by year end). The problem is NINE's inhouse chip development. Take a look at the disappointing revenue generated from Rev3D and that will answer your question. The SGI money will keep NINE alive for another 3 to 4 quarters. The 4th generation 128bit processor is NINE's last chance as a graphic chip maker. Just want to point out, the yesterday drop is perfectly matched by the possible dilution by year end. aC