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

To: Piranha who wrote (4222)	6/18/1998 11:22:00 AM
From: Tae Spam Kim	Read Replies (1) \| Respond to of 16960

Couple good posts by 2121 on the Fool. -tae DLJ/Boucher came out this a.m. with a new report. He reits. his buy and believe the sell-off was due to rumors. He talked with management. Book value is $7.12 per share. 98 est. is 1.98. 99 is 2.37. Expects June eps of .49. $40 target. One thing I think Boucher doesn't quite get is the float issue. And MONT just dropped his offer price to $17.75. He has got some more today it looks like. MONT cut rating to HOLD. But this guy sucks. He doesn't like management, as I have said many times before, because they cut him out of i-banking deals. Careful of the MONT machine, they are a tough group of SOB's and when they want to make money on a short, they usually find a way to do it. I'll try to get the report, but you can expect th usual stuff about declining sales, margins, lack of OEM deals, competition, etc...

To: Piranha who wrote (4222)	6/18/1998 11:23:00 AM
From: Quaddad	Respond to of 16960

DLJ reiterated its BUY rating? Haven't they been selling both yesterday and today along with MONT?

To: Piranha who wrote (4222)	6/18/1998 11:23:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 16960

Just think though, if BA-RS DOES downgrade, then we'll probably get smacked again. Hard. PX P.S. I bet they're kicking themselves for letting MONT do this to them <g>.