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

To: Pierre-X who wrote (5141)	7/8/1998 6:08:00 PM
From: Greg Keeler	Read Replies (1) \| Respond to of 16960

If tdfx's weak price is a reflection of its being a semiconductor company, than I'm afraid AMD's earnings ( out this afternoon) won't help things: their loss was double what was expected. In contrast, cnbc has been talking up the chip stocks a bit, saying demand should pick up in the second half of the year and that there are a lot of attractive players that are clearly undervalued. In other words, the usual "on one hand--on the other hand" sort of stuff. Personally, I think amd's big loss will hurt us tomorrow.

To: Pierre-X who wrote (5141)	7/8/1998 7:16:00 PM
From: jttmab	Respond to of 16960

Pierre, What a relief!...was beginning to think that your disappearance meant you were completed and sold huge amounts of naked calls, bought puts, and shorted! Though I was at COMPUSA today returning the fine Hauppauge product (tech support never returned the call, so I said, Ok it's time to end this) and swung by the graphics section, graphics cards are still selling; though diammond 3D II sales are seeing some decline; hot 3D cards seem to be those at low prices <$100. I'm not surprised given that Diammond told Montgomery that 3Q sales were expected to decline, thus the Montgomery position. Diammond should have a pretty good handle on the distribution curves and can probably project better than we can with the isolated surveys. Did you see the couple of surveys on the Web, showing a projected demand for future Banshee cards over the competitors? Best Regards, Jim