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

To: Jay Fisk who wrote (4706)	6/25/1998 2:20:00 AM
From: Pierre-X	Respond to of 16960

It seems to me that TDDDF is dogmeat. You have to be careful, most of these industry reports include even great chips like the S3 Virge 3D DEcelerator and Matrox Mystique as "3D hardware enabled".

To: Jay Fisk who wrote (4706)	6/25/1998 8:50:00 AM
From: Daniel P. Dwyer	Respond to of 16960

CIBC Oppenheimer had rated TDFX as a hold because it did not believe banshee would have much penetration in the oem market. Since that rating came out in mid April, they no longer cover the stock. Speculation is that they think it may be in conflict of interest due to their co underwriting of nvidia. The company came out and specifically disagreed with CIBC's assessment of banshee. Since their hold rating, the stock has plummeted from 35 to where it is now. Dan Dwyer