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

To: Mike Sesan who wrote (4641)	6/24/1998 1:29:00 AM
From: JR	Respond to of 16960

Hi Mike, "Somebody has to be at fault here but where does it fall." I blame INTEL, There I740 killed S3, Tripple D and all the others, TDFX dominated high end, but has to present themself in a 2d/3d world (the joe 6-pack's like myself) to sustain there growth. IMHO (no facts) more people use Excel than play Quake, The Smart (big)money would rather wait and watch than take a chance on this or any company that is competing with the giant INTEL (no matter how bad there chip sucked - YOU WATCH THIS BOARD INTEL "SUCKED") So the question is "what can TDFX do"( I would love to see a benchmark with AMD-3Dnow+VB1 against P11+I740 "SUCKED! INTEL") however that might not be in the best interest of us shareholders, don't want to piss intel off. Yes I hate INTEL JR BTW the S3 boards are still in front of I740 board "I love It"

To: Mike Sesan who wrote (4641)	6/24/1998 2:05:00 AM
From: Chip Anderson	Respond to of 16960

Well my strategy continues to be to hold until earnings are announced and then re-evaluate. My price target for around the earnings announcement has been 30 - starting to look very iffy at this point. However, 3Dfx's willingness to discuss "Rampage" _is_ a good sign. Maybe some lessons are being learned? Too early to tell but I'm hopeful. I strongly believe that the big picture remains very bullish - the growth of 3D gaming remains very strong, 3D graphics are what's selling top-end PC's these days, and 3Dfx ain't going away. The question is "What's going to get the stock off the ground?" At this point, my answer is good, fundamental _marketing_ execution in the next 4 months. To wit: First off is the official announcements of Banshee-based boards from Diamond and Creative Labs (and as many others as possible). After that, a couple of Banshee OEM deals need to be announced with some fanfare. Finally, just in time for Christmas, announce V2 price cuts (or rebates) and a big push to get Voodoo2 owners to upgrade to SLI. At the same time they need to fight the competition with benchmarks and with _reasonable_ discussions about the technical directions "Rampage" will take. Get friendly with the press - give them more "scoops." Also work _very_ hard to clarify the "Banshee vs. Voodoo2" confusion that will be rampant. ("Rampage" - hehe! I love it. Must have had Diamond in mind - i.e., the "Diamond Monster Rampage" ;-) Anyway, the engineers (as usual) have done their jobs well. It's up to marketing to run with the ball now and do the things that will make _next_ quarter stellar while engineering cranks out what everyone is _really_ waiting for. Chip

To: Mike Sesan who wrote (4641)	6/24/1998 2:25:00 AM
From: Yakov Lurye	Read Replies (1) \| Respond to of 16960

[institutional buyers and the end of the quarter] With current TDFX trading history, end of the quarter effects could be quite pronounced. At the moment, many fund managers want TDFX off their books, while others do not want to have it in their portfolio for now but may seriously consider it in the beginning of the quarter or after the earnings/CC. So techs in general including many semis go up for the last two days, and TDFX is stuck in the mud. To some degree, current TDFX situation reminds me of CYMI - a company that I'd followed very closely in 4Q97-1Q98. This is a solid company with a bright future (IMO), but by the beginning of the year it seemed shorted to death - all the way from 47 to 14-15. It had no analysts support, it reported good earnings to no avail, it did not rise when SOXX was going up and went lower with every selloff in the market. Yet, once the rally in semis took hold, analysts came back and the stock recovered considerably. This leads me to believe that the key factor that will determine TDFX price in the coming weeks is not its fundamentals or management style, but the probability of a sustained rally in semiconductors in the next two months. Personally, I am looking for the repeat of the beginning of the year scenario. Many semi stocks are beaten up badly, hovering below December-January levels, so analysts are slowly starting to pump them up. Notably, even Kurlack, who'd predicted that SOXX will fall to 200, is starting to make conciliatory noises. I am not sure if there are objective reasons to predict an industry turnaround, but when the prices are low enough, sell side analysts always find arguments to sound optimistic. Just an opinion. Y.

To: Mike Sesan who wrote (4641)	6/24/1998 3:11:00 AM
From: Czechsinthemail	Respond to of 16960

My biggest frustration is that TDFX could be a 45 stock today and rising if they had the fund managers backing them. I hold PR and upper management responsible for this. Go ahead and sell your stock. Then your biggest frustration will be when TDFX is at 45 and rising. Of course you can still hold PR and upper management responsible if you want. I'm sorry I couldn't make two "Whino" awards, because it was close. But the good thing is that even when you don't win, it gives you something to complain about. Baird

To: Mike Sesan who wrote (4641)	6/24/1998 9:04:00 AM
From: Paul A	Read Replies (1) \| Respond to of 16960

hell, stop complaining! you got second place which means your not as much of an a-hole as me (joking of course) I take my money very seriously, period. Ego plays a huge role in the game as well im sure. I am reluctant to sell for reasons stated in earlier messages but will be a thorn in the companies side for as long as it takes to remedy the situation if possible. One thing I didnt notice until it was pointed out by a DLJ analyst this morning was that the overall market was very weak yesterday. The rally went right back into the overvalued stocks (not just large caps). We still continue this trend of people buying what the herd is buying rather than doing research. 80% of my income comes from the stock market. When a stock declines 50% in 2 months I feel uneasy. THere is a time to wine and sit back and look at the situation. Now is a time to do both, and if you are not concerned with the price of TDFX stock your simply a fool. Last time I checked, this wasnt a game with monopoly money.