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


To: Chris Nevil who wrote (5146)7/8/1998 8:19:00 PM
From: Perfect Tommy  Read Replies (2) | Respond to of 16960
 
Nice URL recommendation from Yahoo board.

shopper.com

Check out #2!

- PT



To: Chris Nevil who wrote (5146)7/9/1998 1:59:00 AM
From: Jay Fisk  Read Replies (1) | Respond to of 16960
 
The first post following this one from the Yahoo TDFX board thought the writer was short !
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Sell, Sell, Sell and buy YHOO!
rrorison Jul 8 1998 9:43PM EDT

Why you ask? Because Oppenheimer says so!

Lets look at the facts:

YHOO has no competition, period. They own the web, bar none. That is why they should enjoy the comfort of trading at a P/E of 639.

TDFX competes with everbody and their dog. Everybody names their dog Intel. People would rather buy a piece of crap i740
and save some money than worry about winning a deathmatch. Therefore, TDFX should trade at a single digit forward looking P/E.

YHOO just experienced explosive 100% EPS growth. And beat estimates by 100%.

TDFX can never claim to have done that. According to Yahoo finance their last quarter earnings surprise was N/A. I dont know what this N/A means, but I think its bad.

TDFX has a new product, but it will flop like the last one did.

YHOO has the patent on sliced bread. They will be reaping billions for the next few years.

AT&T will buy YHOO at $500/share to try to get into the web business. Why? Because it is way too expensive and inconvenient for AT&T to set up a few servers and start a search engine of their own. Plus AT&T doesn't have the name recognition.

No company will ever buy TDFX as overvalued as they are!

To conclude, the ticker symbol TDFX sound like TDDDF and therefore should share all punishment for bad news.

YHOO sound like Yohoo, that delicious chocolate drink that everybody loves.

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New consolidated TDFX site:
stockhq.com
Great concept !

JJ