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

To: Joe C. who wrote (4692)	6/24/1998 11:31:00 PM
From: Frank Sheridan	Read Replies (2) \| Respond to of 16960

Joe - nice posting - lots of good info that I don't disagree with. The fact remains that TDFX is a great company with a great product. The fact also remains that the street has decided to whip this stock like a red headed stepchild. The good news is that in the long term this company should have a great future, Intel and their monopolistic practices notwithstanding ($7 for the i740 in quantity? Is this true? Isn't that costing them money?). For the near term, kick back, relax, and learn to enjoy the drubbing. Try coming up with new ways to describe being crushed like a bug. Beaten like a gong. Only really good earnings can save us now........

To: Joe C. who wrote (4692)	6/25/1998 10:20:00 AM
From: Chip Anderson	Read Replies (2) \| Respond to of 16960

Good post Joe. We do have a fundamental disagreement though on the role that TDFX management plays though. I thought about it all last night and realized that I need more information about the history of TDFX in order to confirm or deny my assumptions. Here are my questions: 1.) What is the early history of the company? My understanding is that Gordon Campbell broke off from SGI, but who did he bring with him? 2.) When did Greg Ballard join TDFX? What is his background before then? 3.) Who are the top technical guys at TDFX these days? Gary Tarolli and who else? They answers to these questions will help me with my fundamental question: How technical is TDFX's management and how actively do they participate in technical decisions? Thanks is advance, Chip