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

To: Sun Tzu who wrote (10700)	2/16/1999 1:29:00 PM
From: Rob Pierce	Respond to of 16960

Couldn't have said it better myself. Didn't either. Nuff said. :-) RP

To: Sun Tzu who wrote (10700)	2/16/1999 8:19:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 16960

Ok, I just finished reading the research report on nvda. There was nothing there that this board doesn't know except perhaps that the legal fees are $750,000 per quarter (ooch!) and that they believe the proper way to value a graphics company that is going from 10% market share to 20% is 3x Estimated Sales. Only they are applying this number to 2001 sales (which is another way of saying it is ahead of itself IMO). Also they like nvidia due to its close relationship with microsoft, somewhat cozy affair with intel, and existing dates with top oems. BTW, at 3 times revenue, TDFX should have market cap of $600 mill. based on '99 and perhaps a $1.5 B. mcap based on 2000. But I will not hold my breath for TDFX to get to those levels anytime soon. Sun Tzu P.S. I forgot to say, John Carmack (sp?) of id software is on the board of nvidia.