Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sun Tzu who wrote (9007)	11/16/1998 7:24:00 PM
From: Frank Sheridan	Read Replies (1) \| Respond to of 16960

Thanks for the input - I was laboring under a misconception. However, I still find myself wondering about how much money TDFX can really make with their new VooDoo3 part. If Sun Tzu likes this stock then maybe it really is time to jump back into it. Sun, are you long at this point? What is your price target? Regards.

To: Sun Tzu who wrote (9007)	11/16/1998 7:50:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

The news of V3 was important and exciting. And equally positive if not more so, but somehow missed on, was the news that the turn around time now is only 19 days. This means that 3Dfx should not be caught with more than one month worth of inventory, or miss more than a month's sales due to capacity limitations. In fact 19 days is too much and in reality the surplus and shortage should be no more than 10 days. All this means that 3Dfx is greatly improving on both technological side and the business side. The only parts left are marketing and PR, and I see signs of improvements on those as well. Sun Tzu