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


To: Greg S. who wrote (10326)1/27/1999 1:40:00 PM
From: Patrick Grinsell  Read Replies (2) | Respond to of 16960
 
If you didn't expect today's action...

you haven't been following 3dfx long enough.

Why didn't I sell for the short term? The merger has the possibility to change the fundamentals of this company so drastically for the good you'd think this company is an Internet stock. The day 3dfx comes out of the quiet period and starts showing the new numbers to analysts will be the day things start to change. Since I don't know when that day is I guess I'll have to keep on holding.

2 million chipsets sold last quarter alone? Voodoo3 3000 with margins 30% higher than the 2000? 150M if selling boards last quarter? Somebody besides me please factor this stuff in to some new numbers. (Potter?) The estimated EPS is so high I figure I must be doing something wrong.

Pat



To: Greg S. who wrote (10326)1/27/1999 2:03:00 PM
From: Chip Anderson  Read Replies (1) | Respond to of 16960
 
"Obviously, we are now on step #4 of The Pattern (see post #10238)" he says in a sophisticated, whimsical sort of way.

Chip
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