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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Claude who wrote (23413)	3/4/1999 6:03:00 PM
From: Frank Sheridan	Respond to of 77397

OT - Re: TDFX. Claude - I think that if you look at the chart you will see TDFX has had a pattern for a while now of going up to around $14 - $15 a share, then dropping right back down to $11 - $12 share. I've lost interest in anything related to semiconductors. Maybe in a few months I'll change my mind regarding TDFX, but for now competition from NVID, SIII and INTC has the market spooked. More importantly, INTC has polluted the 3-D chip market with their I740 part - it's junk, but it's cheap junk, and it's hard to sell a part for 4x the price of another part if the other part is half as good as yours. So, say goodbye to the margins and the profits. Ick. Not my idea of an attractive investment. Also, I think TDFX lost the advantage they had a year ago with GLIDE. It's a long story. Regards.