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

To: Andrew Fenic who wrote (6983)	9/8/1998 11:10:00 PM
From: AJ Berger	Read Replies (1) \| Respond to of 16960

I've enjoyed this debate which I'm sure has been discussed here maybe a hundred times by now. I'm glad I was not labeled "another basher" for my arguments as you hear often against descenting opinions on other threads. Let me just say I've had this stock since it IPO'ed and was only short once when it was in the high 20's and just came out of a quarter with doctor'ed earnings numbers, and insider dilution. But for this stock to be here after reporting that clean .54 cent quarter is just terrible. As soon as I had my first margin call on this stock, I sold everything and never looked back. All I can say now is don't get too emotional about this stock, and no matter how compelling the value, try to diversify beyond this stock. Need another compelling value? try Edios. I know of dozens of names trading with single digit P/E's and great futures, this market does not care. It's too busy supporting the "safer" play. So I'd put a Hold/Accumulate rating on TDFX, and reserve an outright buy at least until we hear of a 3dfx brand recognition marketing campaign and or a significant OEM deal, not just banchee on one special Gateway model, but banchee for it's mainstream multimedia offerings. Till these events occur, we can debate here till we're blue in the face, and it simply won't be worth a damn. Simon, if Compaq uses them in a multimedia machine that will only be great if some joint marketing plan is unveiled that does not just use Banchee as a commodity chip, but also toughts the Voodoo/Glide3 platform as a major selling point. If Compaq treats banchee as an "experiment" rather that throwing their enthusiasm behind the product, other potential OEM's won't come. I would agree that a simple press release of Compaq using Banchee in their Xmas products, would certainly catch the attention of the fund managers that have abandoned us which may bring support volume back into the stock, but may need more developements before they change their buy/sell ratings on the stock publically.