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

To: JR who wrote (3664)	6/2/1998 11:52:00 AM
From: larry craye	Read Replies (1) \| Respond to of 16960

Comments on the Banshee, not encouraging ... This was posted today in Cyrellis's E3 summary...the guy had this to say after seeing the Banshee 'behind closed doors'. He couldn't say much, cause he had to sign a non-disclosure agreement : " The Voodoo2 will probably remain the high-end choice for 3D gaming fans. The Banshee will most likely appeal greatly to its possible target buyer, that is the entry-level/medium range gamer who considers cost to be as big of a concern as performance. " To me this indicates that Banshee will be a disappointment. It certainly seems like Banshee won't be that powerful, if it will appeal to the entry-level / medium range gamer. Thats a big mistake for 3dfx. If they can't produce a powerful 2d/3d card, they're gonna lose big time to Matrox, PowerVR, and especially Riva TNT in that market. And if any of these competing cards are at least as fast as Voodoo 2, then 3dfx is just generally gonna lose out.

To: JR who wrote (3664)	6/2/1998 12:04:00 PM
From: Jim Brannon	Read Replies (1) \| Respond to of 16960

OK, who keeps pulling the rug out from under us? I've seen all the "news" and I understand the technology. TDFX has products that are hot and in heavy demand. They have newer and better products waiting in the wings. They are making money. They are sure to show profit again when this quarter is reported. The 3D market is expanding and they will soon re-enter the 2D/3D market with a superior product (there is no doubt they learned their lesson from the RUSH fiasco). So where are the buyers? It seems that the "pool" of people who trade (buy/sell/watch) this company's stock is inappropriately timid and afraid to go long even with the great fundamentals TDFX has. Why are TDFX investors such chickens, looking for disaster around every turn, while companies like YHOO and AOL have such dedicated, confident, forward looking investors who won't sell even at the recent high prices? The TDFX market is bound to eventually get back on its feet, especially after another quarter of profits, don't you agree? If not, what am I missing here? Jim