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

To: Michael Linov who wrote (10289)	1/26/1999 7:56:00 PM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

Thanks Mike! Any mention of the 32-bit color issue? Chip coolhistory.com

To: Michael Linov who wrote (10289)	1/26/1999 8:10:00 PM
From: Claude	Respond to of 16960

I hope the problems with Ensoniq did not do irreparable harm to their relationship with Gateway. I'm also surprised at what little reaction there's been on this board to the fact that Gateway is no longer selling Banshee. If OEM is the future for this company then I would think the first foray with a large player like gateway would be key. I don't like the looks of it personally and may use this opportunity to dump. I hope the fact that the CEO mentioned Gateway means the relationship is still intact and that he's not grasping at straws. I know we all believe in TDFX but ATI and NVidia are no slouches. Just the relationship with Dell alone must be putting huge $$$ in the Nvidia bank. Dell has not been scared to advertise NVidia's name either - most of their high end configs sport the NVidia TNT moniker 'loud and clear'. some ramblings to add to a much too quiet board after earnings, Claude (rhymes with TOAD)

To: Michael Linov who wrote (10289)	1/26/1999 9:05:00 PM
From: Lennart Steiner	Read Replies (1) \| Respond to of 16960

TDFX closed today at $ 15.00 and STBI at $ 9.00. Does anyone have an idea why we have all of a sudden an arbitrage of 8.33% and what that means for tomorrow's openings of both stocks?

To: Michael Linov who wrote (10289)	1/26/1999 9:38:00 PM
From: Joe C.	Read Replies (1) \| Respond to of 16960

Michael, thanks for the recap - sounds sweet. Product line looks full all the way out to the end of the year - 4x AGP Intel publicity and TDFX marketing push will probably ensure V3-4000 sales into Christmas (and you know the margins will be higher since this is "top of the line"). Rampage coming out during that time will put TDFX name all over rags. A set top box of some sort would be too much to hope for. Anyone getting that feeling again? Joe C.