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

To: David Blocher who wrote (5138)	7/8/1998 3:29:00 PM
From: Hal Rubel	Respond to of 16960

Viewing TDFX's Price Movements RE: "There also seem to be a strong correlation between TDFX stock price and the semiconductor index (SOX.X). The SOX is also showing signs of a base and has made a decent move over the past two days." David, I think you may be right. For my part, I may have been too myopic in trying to understand TDFX's price movements in terms of TDFX's factors. It is slowly dawning on me that there are an unusual number of stocks out there, somehow semiconductor related, that have graphs that are dead ringer reproductions of TDFX's fall from grace. This factor is slowly becoming of greater significance to me, reaching higher and higher levels of profundity every day. Additionally, I have noticed an increasing number of posters touching indirectly on this very point. Is there a new market-wide consensus emerging? Investor momentum money is eagerly waiting to flow back into semiconductors. Perhaps those semiconductor issues profitable in the here-and-now will break-away ahead of the pack as safe havens for the early-birds. Hey, maybe that is the angel to promote TDFX. "We are a profitable semiconductor company already "recovered" and on the move." Hal PS: I am thinking that if we are down because of our semiconductor links, we will rise in part for the same reason. I'm going to re-read some of those semiconductor articles that have been posted here recently. HR