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


To: Bob Howarth who wrote (9365)12/3/1998 9:19:00 AM
From: Scott Garee  Respond to of 16960
 
Is it $.04 or $.34?

I've asked this on TMF ( boards.fool.com, but want to hear from as many people as possible. I haven't added to my pile of TDFX in some time, but if we're going to see $.34 for Q4 I think $12.5 is a good price for a short term gain prospect. Anyone have any ideas on what DLJ thinks TDFX is going to do with the missing $.30 cents of revenue? I guess it's not hard to lose $5M dollars here or there, but it sure is going to make a big difference in the price of this stock over the next month and change. If $.04 looks to be the better guess I'd rather sell covered calls on what I have, but if it's $.34 I want to pick up more.

I'm currently leaning toward the $.34, but only because I can't identify any good reason to discount the $5M. Does anybody want to throw their $.02 (or $.30 :) into this? Michael, Pat, or Sun?