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

To: JR who wrote (10163)	1/20/1999 3:19:00 AM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

An Observation... Earnings won't mean jack...we're looking at a couple of critical areas here: 1) STB board capacity 2) Voodoo3 actual ship date 3) Rampage details??? 4) Economies of scale??? 5) OEM deals Earnings will be a passing note of interest. If you are buying this stock because you think earnings will be good there is a village missing an idiot. Another Observation... If 3dfx were to ship Voodoo3 a little early they'd need to close the deal with STB early to ensure that everything is ready to go before they put all their eggs in that basket. Because of this I don't expect to see Voodoo3 to be shipping before the deal is done. A Final Observation... If STB is getting closer to the .65 ratio then there are two main possibilities: 1) The STB deal is VERY close to being done (based on TVM) 2) Market fluctuations have caused a temporary imbalance Pat