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

To: Simon Cardinale who wrote (7138)	9/14/1998 6:15:00 PM
From: Patrick Grinsell	Respond to of 16960

I am extremely concerned that those of us that got information from management were told that everything was on track. Two weeks ago Jeff said that Zacarias told him everything looked okay. I got similar info via analysts talking to DZ last week. Did everything change in two weeks? Doubtful. If things look tough I want management to say so. Poor expectations management. Given Zlaydes recent report I think the culprit is boardmakers letting the shelves dry out. My latest trip to Frys verified this as the stock looked to be around 10% of their highs for 3dfx products. I think they fear too much product on the shelves given all the new products and are then very hesitant to reorder. Pat

To: Simon Cardinale who wrote (7138)	9/14/1998 6:21:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

What holiday season are they talking about? I hope they are not talking about Christmas. That would be far too long. To say that the Sega settlement means a profitable quarter is pure bull. The only earnings that matter is the operating earnings. Unless they claim that the settlement is large enough to make a difference as an "asset" play (i.e ~50 Mil) which I find unlikely. I would have liked it much better if the settlement had made 3Dfx the sole supplier of graphics chips to Sega. I hate this. I was just about to place a trade on TDFX. Fortunately I've learned (after a lot of costs) to stick with my plans (which in this case meant not buying till after the earnings). And what does "design wins with top Tier 1 and Tier 2 PC OEMs" mean? One of each? What kind of volumes? :((

To: Simon Cardinale who wrote (7138)	9/14/1998 6:22:00 PM
From: Anthony Maza	Read Replies (2) \| Respond to of 16960

I think the biggest news to take from this press release is the press release itself! It cushions the blow and prevents newsgroups (which shall remain nameless) from hyping and predicting $400 a share value due to speculated 5000% increase in revenue. OEM's are on board! (no pun intended) Still, I expected Banshee to have a more positive impact on the third quarter since they have been selling them since August. Must be very low margin. I think this is good though, it's called dumping and has the effect of eliminating the competition. Tony P.S. Intel and Microsoft almost always deflate expectations in their PR.