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

To: Chip Anderson who wrote (4941)	6/30/1998 7:39:00 PM
From: Joe Pirate	Respond to of 16960

re: Motley Fool, they make a ton of $$$$ because so many simple minded people like to give their money away to them... <g> That was a tuff article to write <g> TDFX up, almost jumped in this morning, selling options, but didn't yank to trigger.. You never miss the boat thou, if you play your options correctly <g> Pirate

To: Chip Anderson who wrote (4941)	6/30/1998 8:32:00 PM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

Info about MSFT's upcoming 3D UI called "Chrome" - techweb.com Chip

To: Chip Anderson who wrote (4941)	7/1/1998 7:17:00 AM
From: Robert Scott	Read Replies (2) \| Respond to of 16960

This fall will mark the end of the 3 year period after chip stocks reached their highs. It is widely known that this industry is cyclical and usually has up and down runs of 3 years or so. If this holds true then we are within a year of a major bottom in chip stocks. May have just occurred or perhaps between now and next spring but I plan to be invested about 25% to 33% by next spring/summer in chip stocks for the next 3 year cycle. Currently I am invested a little over 15% for the fall run. BTW, the run in prices is usually between 400 and 1000% over three years. I believe that for the next run, the best investments will include system on a chip stocks such as LSI, NSM, VLSI, BRCM, CRUS and ADI. Notice that Intel is now trying to build such products because the competition is and the cost savings are so dramatic.