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

To: timbur who wrote (9829)	12/21/1998 6:27:00 PM
From: Jeff Lins	Read Replies (1) \| Respond to of 16960

Sun, when I talked with DZ a while back about TDFX doing their own boards, he came up with a similar problem, that is the whole distribution thing. Well, as others have mentioned, in this business you only need a dozen relationships to do 80+% of your business. And STBI already has relationships with most of them. My problem isn't with executing adequate distribution; it's "can we make a part that will be bought at retail in V2 like quantities with V2 like margins". V3 isn't it, IMHO. If TDFX let out the specs for Rampage tomorrow and it wasn't AWESOME, I would dump on slightly faster than the rest of you guys...they better make the part good, or distribution won't matter... Now, DID ANYONE PARTICIPATE IN THIS "RALLY"? Hows about taking those internet stocks out of the indexes? Yeah, lets see how the Naz does then...oh yeah, whip out WCOM, MSFT, DELL, and CSCO...what a pile of shit...I have had an awful 4 days while naz sets records...

To: timbur who wrote (9829)	12/21/1998 6:38:00 PM
From: Jeff Lins	Respond to of 16960

Hey, I haven't checked the A/D numbers, but damn, thats a lot of red for a "record day". (looking further, I see lots of green too...just not my stuff...HOT, PRXL, STBI, TDFX down- PMTC up (just sold it last week), CD up, glad I got rid of CREAF...Oils killing me- yikes!) Want to know what is frustrating? Listenting to some schmuck on CNBC explain the rally: "Well, yes the impeachment went through, but the market is reacting positively since they know the senate doesn't have enough votes to go through with it"....What a stupid, stupid thing to say... Man, I wish I was participating in this rally