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

To: Marc who wrote (7367)	9/17/1998 9:59:00 PM
From: Joe C.	Respond to of 16960

ATI has been very profitable in the OEM channel. Their newest card sounds like it has some kick. TDFX can learn a lot from them. Let's not forget, TDFX is trying to get into the majors right now. We may be the best players in the Cuban league but we just got off the boat. (More than two or three OEM's sounds great!!) Anyway, its' gonna take a little time before we get into the groove. Ain't no question (in my simple loss ridden mind) that we'll make the all star team, but season just got started so we'll have to wait and see. Joe C.

To: Marc who wrote (7367)	9/17/1998 10:38:00 PM
From: Waldeen	Read Replies (1) \| Respond to of 16960

Marc, I have read Tom's latest link you posted, what's your point? I don't see any link to a future ATY product that will support textures via AGP and beat Voodoo2 SLI. If you have a better link, please post it: would like to read it. As far as seeing what I want: quote.yahoo.com trailing earnings of $.81(C) = $.54 vs $1.21 for 3Dfx. P/E of 18.77 vs. 7.5? All the graphics companies are fighting declining margins from stiff competition. What makes ATY buck that trend? On shorting ATY. Thanks, I already got three brokers and Goldman won't do me any more good. It's not a share availability issue to me. It is just that I am a conservative investor, and one of my steadfast rules is never short a company not traded in a US market. Shorting is hard enough without the currency exchange factor. Currently I am of the opinion that an ATY short would make me money, but the money lost in the exchange over time would negate the value and increase the risk so much as to not make it worth it. Basically, I'm not bullish on the US dollar at this point. I've got to cover buying with U.S. dollars. There's some interesting messages on the "Art of Investing Forum" with others who agree. Frankly, I have been watching ATY for a potential short, and listening to Greenspan to hint on lowering U.S. interest rates. Add to that the extra commision of a full service broker who will lend me the shares: too much timing involved, too complicated. No thanks. If ATY does make it to ADRs (been watching for that also), and there product pipeline looks then like now, I will short. Any idea whether or not they will be listed in the U.S. and when? Waldeen

To: Marc who wrote (7367)	9/18/1998 12:18:00 AM
From: Scott Moore	Read Replies (1) \| Respond to of 16960

Are you aware that ATI chipsets are on the motherboards in DELL and iMac's? Do you know of one instance where a TDFX chipset is integrated into the MB? I see some i740's on various MB's and even some old S3 Virge AGP on some MB's, but no nVidia, TDFX, Matrox.... This pretty much explains why STBI and DIMD add-on cards are no longer a big factor with the OEM players. Unless TDFX can start getting chipsets on DELL, GTW, CPQ, or Packard Bell/NEC motherboards, it is going to be a cold and lonely Xmas. Maybe ATI has mediocre chipsets, but at least they have the big picture. The migration to the set-top box has begun. Pentium II's with AGP video on the MB and softDVD will be the standard for the mainstream consumer. The business models will just go one step further and have a 3COM ethernet chip on the MB also. NMGC will have a better chance to survive the DVD migration, because of the cost issue of notebook DVD, but that too could be affected in a year or so.