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

To: Sun Tzu who wrote (8780)	11/4/1998 3:04:00 PM
From: Piranha	Respond to of 16960

If We're Still Counting Inventory.... I just popped down to the local Fry's to buy one or two Guillemot Maxi Gamer 3D2 cards. I figured there would be plenty, since there were at least 50 there last Wednesday (seven days ago). Today, there was one. And nobody bought it because it was a return with a sticker on the box that says "No Software." So much for the theory that Voodoo2 demand has dried up. Maybe "Voodoo2 demand at $300 has dried up but they are the deal of the year at $139" is more like it. Piranha

To: Sun Tzu who wrote (8780)	11/4/1998 3:06:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

OT -- What's up with 3D Labs (TDDDF)? I noticed it yesterday but I was busy with other things and have not done my DD on it yet so I let is pass. 20/20 hind sight tells me I shouldn't have <g> It's up 43% on the kind of volume that makes you go hmmm. ST

To: Sun Tzu who wrote (8780)	11/4/1998 3:16:00 PM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

The way we are moving, we'd be breaking the 15.5~16.5 barrier pretty soon and I am not sure how to play that yet. Does anyone have any ideas? I know you don't like the description "long term", but this is where "long term" really counts. As a trader I would dump the stock on any weakness or release of good news as the stock appears to be getting slightly overbought. As a long term shareholder, I see the possibility for 20% of the OEM market next year. The puts the numbers at about $4 EPS and a $40 share price with a 10 P/E. I can tell you this. I was a long term holder with Iomega way before it was a glimmer in the Fool's eye. The stock went through many gyrations up and down but I cleared a 10 bagger with that one. Many of my friends that traded the stock got nowhere near those returns but they also didn't take the risks. I figured my risk was minimized by my knowledge of the stock. Turned out I was right. If you truly feel that 3dfx will be one of the primary OEM's in 1999 then I wouldn't waste my time with these daily fluctuations. Pat

To: Sun Tzu who wrote (8780)	11/4/1998 4:26:00 PM
From: John Finley	Respond to of 16960

>>The way we are moving, we'd be breaking the 15.5~16.5 barrier pretty soon and I am not sure how to play that yet<< Hell, I sure don't know. I sold my "play" TDFX (8 5/8) just after earnings along with about half my other techs. I was expecting a market breather before resuming the rally. What a bad call with hindsight. Can't complain too loudly tho, I still have half my TDFX (13 15/16) which just went in the black today. I plan on holding the remainder through the "year of TDFX" <g> JF