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


To: Chip Anderson who wrote (4843)6/29/1998 11:25:00 AM
From: Tae Spam Kim  Respond to of 16960
 
But Chip,

BLOWING OUT earnings is the type of non-credibilty almost all companies love to have. :) I want them to BLOW OUT DESTROY KILL KILL KILL the estimates.

It's amazing, I have 50 stocks that I track on MYYAHOO page. All of them are up except for TDFX and Eidos. UGH.

-Tae



To: Chip Anderson who wrote (4843)6/29/1998 11:28:00 AM
From: vc21  Read Replies (1) | Respond to of 16960
 
Chip,

you said>>>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.<<<

I beg to differ. A tiny outfit out of Calabasas called THQ has been bombarding analyst estimates for the past three quarters. The last one, analysts said .48 and they reported .84. The analysts don't care as long as it is to the upside.

VC