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

To: Frank Sheridan who wrote (9026)	11/16/1998 8:59:00 PM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

OK I'm finishing up at the Sands. The 3Dfx booth is _great_! MUCH better than E3 in terms of the messages that it sends. I have pics of all the stations. The centerpiece was the V3 display that included a glass case with the chip, the chip on an AGP card, and the chip on a motherboard (yum!). Of course it was probably a dummy chip, but it was impressive non-the-less. Talked with TonyT at the booth: 1.) "Banshee2" doesn't exist any more. They will have V3 boards out in the same timeframe and V3 incorporates any/all of the lessons they learned from Banshee 2.) V3 SLI mode make no sense to Tony. First off, the AGP bus only allows one board. Tony also said that for PCI systems a single V3 will probably be bus-limited anyway, so SLI'ing them won't buy you anything. While he wouldn't say that SLI mode was "100% dead", he didn't seem to think that it was useful any more. Didn't find any of the other chip makers here yet (need to scan the catalog to be sure). Just 3Dfx and ATi so far. Saw Creative's big booth. Didn't find Diamond's (although I did spot a sign). Now back to the hotel to crunch the pictures and eat some food. Stay tuned, Chip "All-u-can-eat-seafood-buffet" Anderson

To: Frank Sheridan who wrote (9026)	11/16/1998 10:05:00 PM
From: Joe C.	Respond to of 16960

WHQL certification is a big deal for the big boys. Now that they have it, they might take a second look. I'm wondering if this is why Gateway's been selling the board without making an announcement or putting the name on the configuration. Any opinions out there? Joe C.

To: Frank Sheridan who wrote (9026)	11/17/1998 10:54:00 AM
From: Sun Tzu	Read Replies (2) \| Respond to of 16960

Frank, I'm afraid that I'll be too busy these days to answer questions as thoroughly and as quickly as I'd like. At the moment I see no negatives on the horizons for TDFX. As I said yesterday, I am very excited about them (but that did not stop me from selling calls). Each person's investment/trading method should fit their personality, or it will fail. Personaly I am not fond of stop loss orders especially for micro-cap stocks like TDFX and VISX. Stop loss orders leave you volnurable to market manipulations. There is however one good thing about stop loss orders. They prevent you from emotional attachment to the stock and make you think about when you'd be out of it. I think it is very important to set "correct" expectations for what the stock should do over the time horizon that you are invested in it. When it stops following the game plan, you should get out. As for my expectations for TDFX, for now I see clear skies ahead. I see them becoming a dominant market player and win market share from others. I see many other players go bust (nVidia included) or get out of this business. The 3D market is expected to grow 30% a year for the next 3~5 years. A conservative expectation for TDFX is to grow its earnings by the industry growth rate. If TDFX grows earnings by 30% for the next 3 years and trades at forward PE of 20, it will be ~80 within that time frame. Regards, Sun Tzu