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


To: fiberman who wrote (730)8/20/1998 10:35:00 AM
From: Bald Man from Mars  Respond to of 1010
 
Is this dude still going down ...
Should we pool our resources and mount a takeover, it should
not cost us too much ...



To: fiberman who wrote (730)8/20/1998 10:43:00 AM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1010
 
fiberman,

I think you are being a little hard on Osman. Yes, he is guilty of not providing shareholders with a product road map, and not managing expenses within the company. But, this is a very difficult market with everyone and their brother designing 3D chips. To Osman's credit, he is radically changing the business model to try and turn things around. This is a little risky, but it takes guts. The real culprit is Intel. You should direct your anger at them.

Now, this stock could see $2 per share before the end of the year. I think it will start going up in December on the promise of the P3. What scares me is the real possibility that we hear in Q1 that STM is having severe yield problems making the chip. They couldn't make processors for Cyrix. I'm not sure they can make the Permedia 3. If you are listening Osman, you had better have a second source lined up and ready to go. UMC seems to have it together.

Pravin.