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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Redhook who wrote (10064)	1/27/1999 5:18:00 PM
From: Mazama	Respond to of 90042

I'm also in tdfx on a dip today but wondering if the insider trading report will affect the stock? m

To: Redhook who wrote (10064)	1/27/1999 6:11:00 PM
From: Paul A	Respond to of 90042

oh no, actually I was referring to a different post regarding TDFX, not yours- here:https://www.siliconinvestor.com/readmsg.aspx?msgid=7514686 I may have taken it the wrong way tho.. dunno.. I have been seeing alot of nasty stuff on s/i over the last few weeks so im starting to get nasty back.. sorry to clutter the thread.. Im at at friends house so gotta be quick but do some research on TDFX and youll see what I like about them.. Its a very competitive industry, and just like INTC/AMD, pricing pressure, slow periods, product ramping, production problems.. everything and anything could go wrong on a given day and usually does.. Last quarter TDFX barely made their numbers and if not for a lawsuit victory over sega, they would have posted a major loss.. This was due to excess inventory, poor management, and alot of the typical startup problems. Thats why Im so excited over yesterdays report- because it shows that the management is using the base they built to try and make something of the company. Earnings were tight, but the revenue was what I was looking for and they delivered. My guess is alot of institutions stocked up (no pun) and decided they wanted out today because the next quarter is not going to be anything special.. New product being introduced late in the quarter, so this leaves the possibility of alot of problems/missed numbers, and the acquisition is still a big mystery since the company couldnt comment until the SEC finalized everything. Also, Like I said in my post this morning when I was going to attempt a buy at 15 1/2, this stock never EVER trades the way you expect.. It could go to 10 tomorrow, and than out of the blue open at 14 the next day.. Its a very difficult stock to time... This is a position trade but a very good one if you plan on holding thru a few quarters. NVDA just went public as well, quite successfully I might add.. once the SEC dots all the 'i' and crosses the 't's, 13 will be a bargain.. Unless im missing something here.. I am very emotional, and so I found that trading rather than positioning works much better for me.. in/out.. win/loss.. but I follow alot of the companies I trade so I can get an edge over others if conferences are taking place, product releases, etc etc and all I can say is TDFX is a stock I studied since the day it went public. The sector is consolidating and whoever is left standing will take advantage of a huge market place.. Did you ever see one of these cards in action? Not a console out there could provide a more graphic game.. its simply amazing, and if you search the use-groups you will see the devotion the customers have to their cards.. wow.. Im being yelled at- gotta run... just wanted to stop in, get email, and let you know I wasnt directing my anger towards you. Take care! ooops let me add this- here is what started my 'bad hair day' Message 7508955 of course, TDFX did gap this morning but this short made out fine.. Actually this isnt the first time ive run into this 'kid' and he likes to throw salt on wounds.. which is something I really REALLY hate..