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

To: Sun Tzu who wrote (9472)	12/9/1998 4:36:00 PM
From: Eric Howard	Read Replies (2) \| Respond to of 16960

Part one of the Rage Fury review is now up on Sharkys Extreme. sharkyextreme.com The reasons I was originally interested in 3DFX have changed so I exited half of my holdings yesterday. 3DFX did a good job of going mainstream and getting out of a niche but they are no longer dominant in their area of expertise. I will buy a Fury when it comes out and depending on my impression adjust my position accordingly. One of the things I am interested in knowing is how will the Voodoo3/Fury/TnT2 scale with the new Intel and Amd chips coming out next year. On the subject of SLI, personally I do not want 4 graphics cards in my system, I ideally want just one. I like the additional DVD support that the Fury has as I can now throw away my DVD card. Eric

To: Sun Tzu who wrote (9472)	12/9/1998 6:32:00 PM
From: jttmab	Read Replies (1) \| Respond to of 16960

SunTzu, Well, I feel like it's a sad day. Checked in on the share price at lunch and was pleased with what I saw, opened at 16 1/2 had a high of 17 3/8 earlier in the day. I had pondered over TDFX last night, glancing at the Nov 10 date on the chart. I decided to take some of your advice and put in stops at 15 15/16 and 18, not really thinking either would be exercised today. I was really planning on reassessing this evening. It seems there were a rash of stops set at 16, given the trade I got. So with a tear trickling, my TDFX position is 100% closed. I may be re-entering so I'll continue to watch. Good to see VISX is doing well, I've been watching that one as well though I don't have a position. THQI has been doing well, though I'm bothered by the volume and the price action at the end of the day. If you have a moment an opinion would be welcomed. clearstation.com Best Regards, Jim P.S. I was looking for your "index fund" to see if it was a shared portfolio, but didn't see it. Have you posted it somewhere that I've missed?

To: Sun Tzu who wrote (9472)	12/9/1998 7:11:00 PM
From: Waldeen	Read Replies (2) \| Respond to of 16960

Sun, Patrick, O.T. Was on vacation for 3 weeks, took two days to catch up on this forum. Think you are both right actually on the SLI issue > Sun likes the ability to sell more than one "card" to one person, but Patrick thinks multiple boards too cumbersome/expensive. Agreeing with you both, we need some sort of "co-processor" upgrade. Remember when we added Math coprocessor chips to 80286, 80386s? So is there a reason why they couldn't leave open slots on 'the' card to attach additional Rampage chips? Patrick, you talk about Rampage supporting multiple chips, if this is not what you mean, please clarify. This is analogous to today's ability to purchase a motherboard capable of supporting say 4 Pentium IIs, but only buying two processors initially. The drivers would have to sense the chips and be willing to support this, this means Parallel extensions to Glide since there is nothing like this in Direct X. One would think this would breathe some life into Glide. In other Parallel applications, specifically software languages, I have witnessed the value of setting the standard by being there first. This is why a lot of parallel processing today is still done in Fortran: it has the extensions. I agree with Patrick on Rampage supporting multiple chips, but in addition would be surprised/disappointed if the Rampage release doesn't allow a user upgrade allowing you to add another chip. Additional chips may only be add-on geometry acceleration and not an additional chip for SLI. Either way, this gives 3Dfx a way to have a low-end part upgradeable to a high-end part. That seems to dovetail with the current retail and OEM split on V3. If Rampage doesn't support some sort of parallel extensions, I am going to re-evaluate my position in this stock immediately. Pushing higher frequencies and smaller die sizes does not give us more than a 6 month technology lead IMO: Rampage needs to be revolutionary. What else will be revolutionary, and who is going to do it first? Don't know what is up with the stock price, but 17 - 17 1/2 seems like heavy resistance. In Nov. I bought Call options before Comdex and sold when we hit ~17 for a good 5 point move, didn't hold like some people here did until expiration (after the product announcement i.e. good news). This is getting all too predictable, run up on good news, drop after the news, and fall back after these runs to 17. Almost sold a good share of long term holding when we moved above 17 today, especially since some of it was bought at 9. But my gut says these are head-fakes, and this stock looks to move up before end of quarter, after Jan. 1. We've had a good run and some tax loss selling seems to limit the upside until Jan IMO. Can anyone confirm via TA? Holding stock long term for now, but will re-evaluate beginning of Jan. a bullish spread if we can't break 17 for an additional position play. (I am unwilling to sell covered calls and limit upside. Guess I am one of the few on this thread who thinks current management has the potential to compete successfully long term.) Sun, have you had any luck on such a spread with 3Dfx? Seems like you have recently posted one? Waldeen