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

To: Gopher Broke who wrote (10273)	1/26/1999 4:56:00 PM
From: Paul A	Read Replies (1) \| Respond to of 16960

wow.. I shouldnt say that before the CC but these numbers look right on.. Right on meaning great, better than expected, blah blah.. Thanks for market watch link- it saved my butt! TDFX is halted until tomorrow morning so no quotes.. Time to go dissect and see if they played any games.. Look at those revenues.. am I the only one impressed?!?

To: Gopher Broke who wrote (10273)	1/26/1999 5:02:00 PM
From: Curbstone	Read Replies (1) \| Respond to of 16960

There was some discussion that TDFX was having a little trouble "guiding" analysts in their predictions of future earnings as was suffering a backlash of sorts for their efforts. Analysts don't like missing their numbers by that much, and for good reason: their jobs depend on it. If memory serves, today's numbers are a little closer to what was predicted than in previous quarters, and IMHO this bodes well for the future. Also worth noting, this quarters earnings were spread out over 2 million more shares than last, and they still smacked a home run over the previous quarter. So, we get all this and STB too? I may just extricate myself from my worst investment decision to date after all. Mike

To: Gopher Broke who wrote (10273)	1/26/1999 5:06:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 16960

The problem is that cost of revenues and SG&A is way way out proportion with sanity. I'd love to hear how they let the expenses get so much out of hand. I am not questioning the rise of R&D which is more than 250% of year ago, even though that too is alarming. After all, they were developing V2 last year so it is not as if R&D did not have its hands full. But being an engineer, and given all the new products in the pipeline, I can live with the R&D costs. What can win me over, besides a technical break out, is if the management can provide good guidance as to revenues and margins for the year. If I can build a business model that can forecast the results pretty well, then I will consider a heavy investment in TDFX. Until then, it remains a trading stock. Sun Tzu P.S. Not to spoil the party or anything, but I've seen 3Dfx report double the expectation and fall to the depths of abyss. Still, it is nice that they made more than expectations.