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

To: Andrew Fenic who wrote (4315)	6/18/1998 6:05:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 16960

Andrew, While I'm hoping Ballard's statement provides some support for the stock, one question that remains is whether TDFX is maintaining price on its chip sales. If so, margins should remain strong. If not, we may see a decline in margins even if unit volume remains relatively strong. The other possibility is that DIMD is seeing increased competition from other boards, but the overall demand for VooDoo 2 remains strong. Baird

To: Andrew Fenic who wrote (4315)	6/18/1998 7:53:00 PM
From: Hal Rubel	Read Replies (2) \| Respond to of 16960

A Hasty Press Release -Not as Reassuring as it Might Have Been RE: "Their strong statement confirms that 3DFX's silence has been devastating for the stock. Their strong statement confirms: 1. The market is strong and earnings will stay good. 2. They do not consider Intel a serious competitor. 3. They retain a strong healthy relationship with Diamond. 4. There is no "hidden news."" Right on Andrew!: Your summary is better than their whole weak press release. They should hire you for their PR department. I feel if that is actually what they wanted to say, then those are exactly the words they should have used to say it. Try this on for a press release: Begin. Part I. I would like to address some important issues by stating that ... 1. The overall market demand for our products remains strong meaning that our margins and earnings will remain strong. 2. We at 3DFX do not consider Intel to be a potential serious competitor in our high end sector of the market. 3. We at 3DFX retain an especially strong & healthy relationship with Diamond Multimedia. 4. We at 3DFX know of no adverse "hidden news" that would affect the value of our shares." Part II. (Then the Press release, but without the glaring typo about Diamond's purchases for next quarter). Part III. To summarize ... (Repeat the 1 thru 4 items above.) End. A weak press release is indicative of weak selling skills. Why make it the reader's responsibility to divine the speakers intent at his own risk. Sell us on 3DFX. We are especially ready, willing, and able to be pitched. Hal PS: IMHO, the 3 basic rules of effective press releases are: A." First you tell 'em what you're go'na tell 'em. B. Then (and only then) ya tell 'em. C. Then ya tell 'em what ya told 'em. Ahmen" (from an old joke) Of course, this presupposes that the speaker understands the issues people are interested in having addressed well enough to 1) prove it up front by listing these issues in advance to cement audience attention, and 2) to prove it at the end to reassure the audience that their needs have been answered. HR

To: Andrew Fenic who wrote (4315)	6/18/1998 9:33:00 PM
From: Mike Sesan	Respond to of 16960

Andrew, From your mouth to the higher powers ears I'm with you win or tie. Parden my french. It is about FREAKIN TIME this company gave concern to us stockholders. Now, whether anyone is interested, from a TA standpoint TDFX Stochastic is at 13.462. If there is a move strong enough tomorrow that holds support a buy signal would be generated when the Stochastic breaks 20 moving up from 13.462 if you are using Stochastics. The Chande Momentum indicator is oversold at -35.439. There is no confirming trend so Stochastic buys and sells are stronger. If anyone does not care to get a TA point of view just skip on. Mike