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


To: Daniel P. Dwyer who wrote (7233)9/15/1998 4:03:00 PM
From: Bald Man from Mars  Respond to of 16960
 
I don't think this dude is going to bottom until
we get below 7 ...



To: Daniel P. Dwyer who wrote (7233)9/15/1998 4:13:00 PM
From: John Finley  Respond to of 16960
 
Well, I couldn't resist and doubled my small position (1st 14, now 8 5/8). I figure that with the bad news out we may get a bump from any OEM announcement (should there be one).

I am emboldened by actually catching the knife handle on AVIR after the flesh wounds caused by APM and ADPT.
JF



To: Daniel P. Dwyer who wrote (7233)9/15/1998 5:13:00 PM
From: Matt Webster  Respond to of 16960
 
TDFX bottoms at 4-5. Look at TDDDF, DIMD, etc. TDDDF went as low as 2/share. DIMD as low as .50 x revenues. These stocks are not coming back until January after tax loss selling and other market factors play out.

Banshee OEM deals? Why are they unannounced? I think they don't yet exist. My guess is that TDFX has inked an OEM deal far into the future, perhaps for Banshee2. The race is on between Banshee and TNT for this market. The winner: none of the above. ATI Rage on top of Dell and Compaq ruins them both.

Good luck to those who've held on. I held this from 35 to 15. I feel your pain.

Matt



To: Daniel P. Dwyer who wrote (7233)9/15/1998 9:50:00 PM
From: Chip Anderson  Read Replies (1) | Respond to of 16960
 
How quickly this thread has gone from positive to negative on the stock.

Unfortunately, this is very typical the day after bad news comes out for most small caps (certainly for TDFX). People that I've _never_ seen before on this thread pop-up out of nowhere and start yaking about short-term trading strategies, shorting, law-suits, etc. They go away in a couple of days and the thread settles back down into more thoughtful (and thought-provoking) discussion of the longer term implications.

The good news is that the SI thread never gets as out-of-hand as the Yahoo or MF threads get - oiy! I'd wait a couple of days before passing too much judgement.

Chip