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

To: Patrick Grinsell who wrote (9946)	12/30/1998 11:12:00 PM
From: Michael G. Potter	Respond to of 16960

I read your article. I'll show you mine in a day or so, almost ready. I might have done it tonight if I wasn't busy getting crushed in DD by Chip and a few others. I'm taking a slightly dimmer view than you on the earnings prospects. BTW: do you know that it is in their best interests to have a low 3Dfx price at merger. less goodwill. Michael

To: Patrick Grinsell who wrote (9946)	12/31/1998 10:41:00 AM
From: joel3	Read Replies (1) \| Respond to of 16960

Thank you for a wonderful analysis. I have been reviewing my portfolio and, as a follow-up, I would like to discuss 'stock' market perception of 3DFX. (In light of the success of internet stocks and the failure of the Russell 2000) When will it be clear that the merger has been a success? When will it be clear that 3DFX has a successful long-term future? Does it appear that we will have to wait over 6 months before we can answer these questions? Shipments of Voodoo3 in volume during 1Q is probably already factored into the stock, although it will still be a good sign. Consequently, do we expect the market perception will not be rewarding until good numbers are delivered at the end of 2Q and there is a positive response to the announcement of Rampage. -OR- Do we expect a few major OEM announcements with 3DFX chip sets to greatly improve market perception? When should this occur? I am concerned about weathering out the storm during the introduction of competiting chipsets, as well as, the constant ribbing by our former partners. Joel