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

To: jttmab who wrote (8266)	10/15/1998 6:46:00 PM
From: Sun Tzu	Read Replies (4) \| Respond to of 16960

I don't know how the analysts could have possibly known what the Sega settlement was to include it in their numbers. I was on the last analyst call and without exageration, those guys seemed like some of the dumbest and most absent minded people you could find. I think if you are an experienced analyst (or smart) you get to cover bigger and more predominant companies. And if you are a dumb jack ass who can't tell a balance sheet from a lettuce leaf, then they assign you to companies like 3Dfx until you learn or leave. Just my opinion. Sun Tzu

To: jttmab who wrote (8266)	10/15/1998 6:50:00 PM
From: Simon Cardinale	Read Replies (2) \| Respond to of 16960

James, analysts don't include anything that's non-recurring. The fact is they didn't believe Ballard. Even if you assume they were factoring in the Sega settlement, then they should have gotten positive numbers if they believed him. No, they were not factoring in Sega, and they thought Ballard was giving a worst-case warning when really he was slightly understating the disaster. I was guestimating (0.20). That's the most optimistic interpretation of "several" and I figured the analysts must know _something_ to be projecting (0.14) to 0.02. But they didn't. Simon