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

To: Chip Anderson who wrote (5780)	7/24/1998 8:38:00 PM
From: view	Respond to of 16960

I think part of today's problem was SIII's conference call. They must have said something about competition/pricing/and how their chip measures against 3dfx. They are laying off another 20% of their workforce. Did anybody listened to their conference call? We should get a lot of information from that.

To: Chip Anderson who wrote (5780)	7/25/1998 3:06:00 PM
From: Matt Webster	Read Replies (1) \| Respond to of 16960

Chip, when I asked if you "would" be long SIII, I didn't mean to impugn your honor. I just thought it was a depressed stock with an interesting new product Savage3D that might be deserving of some speculation. I figure that Savage has to do better than Virge, so maybe SIII earnings and revs can improve. Matt

To: Chip Anderson who wrote (5780)	7/29/1998 11:10:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 16960

Quick question that's probably been covered From Motley Fool Today: I am not sure if I'm alone in this, but I personally think the 3Dfx (Nasdaq:TDFX - news) is an investment that holds little chance of outperforming the market, given that the history of graphics chips companies holds no examples of companies that have built sustainable competitive advantages. I've written as much and I've also detailed how the company's earnings are inflated by the lack of an income tax provision (due to net operating loss carryforwards). ------------------- His "Details" was from early June regarding their previous quarter earnings which we all know was inflated about .15 cents per share. My only question is, was the recently posted quarter also inflated by the same tricks used in the prior quarter? While I agree that in the past graphic chip makers have never sustained a competitive advantage, I firmly believe TDFX will prove to be the acception, and continue to hold my $24 shares.