Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Greg S. who wrote (5887)	7/29/1998 1:11:00 PM
From: timbur	Read Replies (1) \| Respond to of 16960

I have to agree with some of Kurlak's arguments. The increased competition will lead to increased risk of earnings disappointments. Matrox G200 is out. i740 cards are out at insanely low prices, and the stuff on the back of the box seem pretty impressive. (We know better though.) TNT and S3 don't look like they will be coming out in Q3 though. I believe the market will grow substantially in Q4, but I'm not sure about Q3. (These are all gut feelings, I don't have any data.) Still long TDFX, Tim