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

To: Patrick Grinsell who wrote (7288)	9/16/1998 3:48:00 PM
From: Maverick	Respond to of 16960

3Dfx is the second most recommended stock by Briefing's Readers Briefing Readers' Russell 2000 Interest On Monday, we published a Stock Brief indicating the start of our search for Russell 2000 bargains. At that time we asked readers to send in suggestions of stocks they would like Briefing to look at. We received over 300 different stock suggestions on Monday. (In the office we are referring to these as the Briefing Readers 300.) While we aren't promising to fully research each and every one of these stocks, and report back, there were certain stocks which appeared so frequently in the email suggestions, we thought you might be interested in seeing what is popular among Briefing readers. The appearance of these stocks here should not be construed as a recommendation or condemnation by Briefing. At this point we are simply sharing with you, our readers, what the rest of your fellow readers want us to look at. The following stocks were the most requested stocks and are listed in the order of frequency of requests. 1.NeoMagic Corporation (NMGC) Easily the most frequently requested stock, as more than 25 different readers requested this. Hardware vendor of multimedia technology on a chip, primarily used in notebooks. 2.3Dfx Interactive Inc. (TDFX) Multimedia technology for processing 3D images for interactive games. 3.Labor Ready, Inc. (LBOR) Temporary workers, mostly unskilled, for construction and manufacturing. 4.Prepaid Legal Services (PPD) We would never have guessed this one to have multiple reader interest, but it does. Basically it is the HMO concept applied to legal needs. 5.Apex PC Solutions (APEX) Sells server and switching systems for client/server networks. 6.PairGain Technologies (PAIR) An extremely widely held stock among internet investors. Telecom products company, heavily involved in building DSL products. 7.World Access, Inc. (WAXS) Develops switching and other products for telecom industry Here's a brief summary of the size and stock action for these seven stocks. Stock Symbol Market Cap (MM) 52 Week Range 9/15 Close NeoMagic NMGC 332 22.88 - 12.31 12 13/16 3Dfx Interactive TDFX 168 35.25 - 9.12 8 13/16 Labor Ready LBOR 435 40.50 - 8.67 16 Prepaid Legal Services PPD 525 44.19 - 21.50 23 13/16 Apex Electric APEX 227 41.75 - 15.75 18 3/4 PairGain Technologies PAIR 673 31.25 - 7.38 9 7/32 World Access WAXS 506 40.00 - 17.00 22 1/4 Most of these are closer to the 52 week lows than the highs. TDFX, in fact, set a new 52 week low yesterday. Other stocks with multiple requests included: Vantive Corporation (VNTV), Remedy Corp. (RMDY), JDA Software (JDAS), Zapata (ZAP), Ligand Pharmaceuticals, (LGND), BE Aerospace (BEAV), Theragenics Corporation (TGX), VLSI Technology (VLSI). Briefing's primary objective is to search the entire Russell 2000 stock universe, but we will take the time to at least look at all of the stock suggestions you have sent in. However, our primary goal, as mentioned on Monday, is to find undervalued stocks whose underlying business is still solid and growing. Primarily, we do this by starting with fundamental stock screens. From there, we will research individual stocks further. However, we regret that Briefing cannot make personal recommendations on stocks that you have. To accurately answer the question of whether a particular stock should be sold or held requires an understanding of an individual's complete personal financial situation and tolerance for risk. Since we do not have this information, we cannot tell you, on an individual basis, whether you should hold, or sell, or buy, any particular investment. Briefing's role is to provide you with starting points for your investment decisions. Ultimately, the final decision of whether a particular investment is appropriate, is up to you. Thank you all for your feedback. schwab.com

To: Patrick Grinsell who wrote (7288)	9/16/1998 4:03:00 PM
From: Michael Linov	Read Replies (3) \| Respond to of 16960

> No, it isn't. Nvidia has had great success in the OEM market and got only 38M in revenue last quarter. The retail market will decline in a large way once all the second generation cards start shipping on the new computers. It will no longer be necessary to purchase a separate additional 3d card in order to accelerate games. The OEM market will become the company's bread and butter next year, they will also likely make 3dfx a fair bit of money. The high-end products will provide the true high-margin growth. People will buy them because they will provide a new level of graphical experience. Those that it's all about mpixel's per second, and triangles per second are missing the boat. >Money does not equal a great product. S3 has had the Savage3d under development for a long time (several years), spending twice as much as 3dfx and has produced, IMHO, a mediocre product. The only reason the product is in the same ballpark as the other nextgen cards is because they used the .25u process. R&D is great but needs to produce tangible results. The reason I invested in 3dfx is because they used their R&D money wisely. The Voodoo Chipset is a superbly elegant piece of work. I expect nothing less than the same from their next generation. 3dfx fundamentaly understands what they need to do, and have a viable strategy to finance themselves there. >"Making a buck", quick or not, should be the objective of the company. This includes careful expense management. What's wrong with 3dfx's expense management? They have money in the bank, and a cash settlment from Sega. Why slow down R&D because of a seasonal slowdown, and the fact they got screwed by DIMD?