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

To: Andrew Fenic who wrote (4726)	6/25/1998 7:18:00 PM
From: Chip Anderson	Read Replies (2) \| Respond to of 16960

Got this response to my inquiry from "shl3" on the Yahoo board: ======== You have a few points wrong on 3Dfx history. Gordon Campbell was not from SGI, he is part of Techfarm, the company that provided intial funding for 3Dfx. He was not one of the original founders, but he was Chairman and CEO from very early on. The 3 founders are Scott Sellers, Gary Tarolli and Ross Smith. All related to SGI in one way or another. Scott was the boy genius of the group. I think he was only 24 when they developed the intial Voodoo technology. Ross has since left to form Quantum3D, a high-end 3Dfx board manufacturer- primarily for vis-sim. Scott and Gary are still there. Scott is Executive VP Engineering, Gary is Chief Scientist (their titles may have changed since I was there). As for Greg Ballard, he has been there about a year and 1/2. He is the first president and replaced Campbell as the CEO. He was previously from Capcom and before that Time-Warner. He has an extensive background in the entertainment industry (as opposed to chips) and that is why he was brought in. To lead the company in its new direction. ============== She later added a correction: ============== Sorry, Gordie actually was one of the original founders. While Gary, Scott and Ross had already been doing business together, the company wasn't officially founded until after after all 4 hooked up. ============== Thank you _very_ much "shl3"!!! This deepens my concern that the current management team (led by Ballard, a relative outsider) is _not_ responsible for TDFX's prior success - the development team is. Unfortunately TDFX is now at a cross-roads. The OEM-oriented nature of Banshee and the increasing competition and associated pricing pressures mean that "great engineering" is no longer a sufficient condition for success. The Management and Marketing teams are only now facing their first _real_ challenge IMHO. I'll continue to watch closely and be skeptical until I see concrete evidence that those teams are performing as well as TDFX's engineering teams are. Chip

To: Andrew Fenic who wrote (4726)	6/25/1998 7:47:00 PM
From: R Stevens	Respond to of 16960

One more thing, I have paid my tuition on TDFX like many others. More than some, less than others. Most have been here long before me. I bought at 24 before the earnings and sold at 25 for a quick trade. Next time I looked the stock was above 30, and after I said "%$&#@", I almost bought some. But I decided to wait for a pull back. Then I was blown away when it was back down to 25 so I bought it...sold that trade at 24. Tried again at 22 1/2 hoping for a Russell 2000 move...and sold at 21 1/8. Finally I bought some at 15 3/4 and sold at 16 5/8...big deal. I am in the red like many others, except of course cousin Larry. I have met some great guys on this thread, Chip, Don W., Paul A., David M. and others, (not personally, but through reading their posts, etc.) Now I am still tempted to try again in anticipation of the earnings season coming up. The market needs to cool off a bit after this latest rally. Also the Fed meets next Tuesday. I think whatever direction the market takes right after that meeting will set the next short term trend. (Unless some huge world crisis happens). So I will see how things look late Tuesday. Good luck and here's to an SLI type monster earnings surprise for all the bulls! I remain your humble, RS