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

To: Patrick Grinsell who wrote (10435)	2/1/1999 6:26:00 PM
From: Philip W. Dunton, Jr	Read Replies (2) \| Respond to of 16960

Patrick, You seem to follow this one (TDFX)closely. I bought at eleven in October and sold at 15.25 the day before the earnings. I sold because the stock seems to have a history of collapsing after the earnings reports. Actually, I thought I had made a big mistake when the earning came in 8 cents over consensus and it opened at 16. But then, as usual, it collapsed due to lower profit margins and higher inventory. Now, it's under 12. First Call has the March quarter down to 2 cents. Is TDFX a buy again? I know this graphic chip business is a bit dicey. I'm tempted to get back in because it has traded down to a support area. Are things really that bad? What's the outlook? Thanks. Phil