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

To: Sun Tzu who wrote (8381)	10/16/1998 3:02:00 PM
From: Patrick Grinsell	Read Replies (2) \| Respond to of 16960

More love nuggets... for members of the brigade that are still here. messages.yahoo.com@m2.yahoo.com Looks like it's shaping up to be a 3dfx xmas. Pat

To: Sun Tzu who wrote (8381)	10/17/1998 9:51:00 AM
From: jttmab	Read Replies (2) \| Respond to of 16960

Sun, Hope you've enjoyed your trip... I'd like to bounce an idea off the group and give something to 3Dfx to think about. (Based on some of the PRs from 3Dfx, I'm pretty sure that they check this thread.) The suggestion offered below may not be a great idea, but there are enough good heads on this thread to make something better out of it and perhaps come up with some other thoughts to help out the company we've chosen to invest in. There's no law that says that investors can't be proactive contributors. Problems: 1. Share value is down noticeably from the high. 2. Actual earnings reports have little or nothing to do with the near term price movement. Based on the last three conference calls, it appears that what is far more important are the forward looking statements. 3. The share value is, shall we say, volatile. 4. Downward pressures and volatility may be largely due to uncertainty and traders and shorts are taking advantage of the situation. 5. Shareholder/analyst insight into continuing operations is disappointing; more uncertainty. As we heard in the conference call, 3Dfx is more closely monitoring the retail channels to achieve better control over distribution and avoid channel stuffing. But it does seem like Diamond is the only real major problem here. The proposition: Leverage the monitoring of the retail channels into something positive to address the problems stated above. Take order and retail channel monitoring data and create a monthly press release announcing progress/success of the business strategy. The press release might be somewhat problematic in the sense that individual retailers, by name, may not want published sales figures for specific products, but one should be able to work around it if that's the case. Benchmarks and technical competitive position is nice, but what it really comes down to in the end is sales. As an investor, or analyst, it would be a tremendous improvement over the anecdotal information that the threads have been collecting or even the admittedly subjective statements like "Banshees flying off the shelves." I'm assuming of course that Banshee and Voodoo2 are going to do quite well this quarter driven by the perception of best value...damn good performance at a an excellent price point for the respective markets. Why should investors/analysts need to wait until January to hear the good news? Comments and suggestions are welcomed. Best Regards, Jim