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

To: Andrew Fenic who wrote (4623)	6/23/1998 6:07:00 PM
From: cellhigh	Respond to of 16960

no i dont agree,i think if i were mike dell,i would rather ship i740 with reasonable capabilities cheap price, quantities noone else can match,and then brag about its great performance to the uneducated public,who probably wont notice the difference, and pump up dells price another 100 or so while it seems we cant even match 1/2 our growth rate.and best part about it??I WONT GET INTEL MAD!THATS WHAT OUR PROBLEM IS.IMHO of course

To: Andrew Fenic who wrote (4623)	6/23/1998 6:38:00 PM
From: Don Westermeyer	Read Replies (1) \| Respond to of 16960

Hopefully the Banshee cards will be good enough to get an upgrade from some of these lame analysts. I am actually very enthusiastic believing that the Banshee cards will be quite successful (PC Magazine's Editor's Choice seem highly likely). I see both NMGC and ATY.TO took off today with the market, but TDFX hit big time resistance as it tried to take off. It looks like TDFX is dead money for a couple of months, or until Mr. Big Seller is done. #$$@%^! OTOH - Look at what happened to RMBS when it broke to the upside today. A good OEM deal might do the same for TDFX. This is a great deal more probable than just 'wishful thinking'. I guess TDFX inflated the float waaay too much. I hope they put all the cash to good use instead of just earnings 5% interest on it - I could do that myself. They should go on a buying spree. That would get the markets attention. I'm still sure the stock is a lot closer to a bottom than a top.

To: Andrew Fenic who wrote (4623)	6/23/1998 6:49:00 PM
From: Mitchell Ryan	Respond to of 16960

<<Banshee is candy for the OEM's. They are going to eat this chipset up once it appears in mainstream low cost accelerator cards from the likes of Diamond.>> Announcing design wins would have helped to support this claim, but all we've heard so far is that Diamond will have a card in the future. This is a very low-key endorsement in my opinion. As I stated in a previous post, uncertainty over future earnings is dragging down the price of this stock. The Banshee announcement did not alter the situation. Ryan