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

To: fiberman who wrote (678)	7/22/1998 11:02:00 AM
From: Keith Allen	Read Replies (1) \| Respond to of 1010

The pigs are not flying yet. KA.

To: fiberman who wrote (678)	7/22/1998 11:29:00 AM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 1010

fiberman, I think we could see $2 per share. It looks like Intel has dumped 3D Labs in favor of Evans & Sutherland. If 3DDDF doesn't get a house branded Permedia 3 card shipping in volume by the end of the year for less than $200, it may be lights out. They have just announced a major change in their business model. It will be a very different company if they can pull it off; but, it will be a rough road in getting there. I'm not sure who they are going to sell product to in the next six months. The Permedia 2 is a generation behind, and the GMX gets blown away by the E&S chips in all but a few large polygon model benchmarks. This company is in serious trouble, and they know it. Too bad I got suckered into buying at $22 when I thought they had a solid co-development deal with Intel. Now it looks like that was exaggerated. Why would Intel be trying to put a company out of business that they are trying to co-develop a product with? Pravin.