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


To: Chip Anderson who wrote (11556)4/6/1999 7:10:00 PM
From: Sun Tzu  Read Replies (1) | Respond to of 16960
 
I am going to repeat a conversation I just had with a friend of mine re TDFX. When you look at the 6 month chart (or even a 9 month one), you notice that the localized peaks are very shortlived and followed by lower bottoms. Furthermore, the stocks has spent more time in the bottoms than in the tops. This is true in every case except in March. Here we've had a relatively long and stable top, followed by a very brief trip to a higher low (in contrast to previous lower lows). We stayed at the recent low for only a week and we broke through the previous top quickly. Based on this, I think we are home free, unless the market tanks, or 3dfx makes a very bad announcement (I don't expect the latter since 3dfx never says anything substantial <g>).

Sun Tzu

P.S. Marc, LOL on your answer.



To: Chip Anderson who wrote (11556)4/6/1999 11:17:00 PM
From: Patrick Grinsell  Read Replies (2) | Respond to of 16960
 
Well, since Chip already blew "the pattern" I guess I can talk about the good news:

Packard Bell OEM deal:
usnews.com

Packard Bell Stats:
gartner12.gartnerweb.com

Currently #5 on the list. Since 3dfx shipped about 6M in '98 (if memory serves) the additional possible 4M could be HUGE. Not to mention board revenues instead of just chip revenues.

The only question I have is...can 3dfx support this kind of volume in addition to the retail demand?

Pat

P.S. Chip, I challenge you to a duel of half-life for breaking the pattern. You name the independent server...no cheating lag-boy.

Pat