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

To: Sun Tzu who wrote (9914)	12/25/1998 4:36:00 PM
From: Michael G. Potter	Respond to of 16960

Merry Christmas too all (and Happy Holidays to those who don't celebrate Christmas). Michael ps - as soon as I get back from my Xmas trip visiting my family, I'm going to spend a bunch of time doing an analysis on 3Dfx and the merger with STB.

To: Sun Tzu who wrote (9914)	12/25/1998 4:49:00 PM
From: Mike Sesan	Read Replies (1) \| Respond to of 16960

Sun, Do you have an opinion on Lam Research (LRCX). Been beaten up pretty bad. Mike

To: Sun Tzu who wrote (9914)	12/31/1998 12:07:00 PM
From: Frank Sheridan	Read Replies (1) \| Respond to of 16960

Question - as of today (12/31) AMAT has a P/E of about 68, and LLTC has a P/E of about 38. Aren't these kind of high for semi related companies? Granted, I hold CSCO (P/E of 100), but CSCO seems to just keep growing like a weed. Question, what kind of price targets do you have in mind for the stocks you mentioned? P.S. that Dallas Semi is interesting - P/E of 20, mkt cap 1.1 bil - hmmm, gonna have to check that one out. P.P.S. how about that TDFX. NOT! At least I got to meet some sharp people by following the thread. Sure am glad I dumped that turkey. Just sorry I didn't get out sooner. Regards, Frank Sheridan.