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

To: Tae Spam Kim who wrote (4839)	6/29/1998 11:03:00 AM
From: vc21	Respond to of 16960

Tae, That's what I'm talking about. They say Nintendo doesn't want to partner with ARTx or nVidia because they are stuck in lawsuits with SGI. Take out PVR because they are working with Sega and there is one real contender left. In one of those interviews I read this weekend, (I think it was the real player tour of TDFX), the host said he saw a console like device in one of the rooms but couldn't really get close to it. Could it be? TDFX is really the only company that can get Nintendo a chip in time for Dec 1999. - Vic EDIT- Now that I think about it, TDFX would be a very good acquisition for Nintendo. 300 million for this technology? In a heartbeat.

To: Tae Spam Kim who wrote (4839)	6/29/1998 11:23:00 AM
From: Chip Anderson	Read Replies (2) \| Respond to of 16960

Re: OEM deals - First thing first. Where are the Banshee announcements from Diamond and Creative Labs? Re: TDFX management - Did anyone else spend the weekend wondering about those meetings that Ballard and Co. had with the Merrill Lynch and others just as the stock was starting to slide? The meetings were supposed to help TDFX's stock, right? Obviously they failed. I wonder if Ballard's management team failed to inspire confidence or if they said something they shouldn't have. One other thought: If TDFX blows out earnings again this quarter they'll damage their credibility on the Street even more. The management team has consistantly said that they expect earnings to be in line with current estimates (15-20% above last quarter). If there is a significant delta, the (remaining) analysts that cover the stock won't be pleased and no one will trust any future "guidence" from the company. Last quarter's big surprise had that effect to a limited extent - if TDFX does it twice in a row, the management team's credibility on the Street will be zilch. Chip