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

To: Daniel P. Dwyer who wrote (12059)	4/27/1999 12:08:00 PM
From: joel3	Read Replies (1) \| Respond to of 16960

Dan, Nice analysis. Let me add that until a few days ago there was a real chance the Voodoo3 was going to walk away with a very big chunk of the retail market. TNT2 (the major competition) was not shipping and there are always the possibility of a delay. However, now it is clear that Voodoo3 is going to see major competition from TNT2. We will not know the extent of the competition for a few months. In addition, TDFX/STBI have taken a big risk in order to obtain OEM wins. We have not seen much evidence of success yet. TDFX/STBI have indicated that they will make the 'major' oem announcements mid-May. There are several other major events for TDFX/STBI including the merger vote, Rampage announcement at E3 (?), earnings announcement, and shipping of V3 3500. If TDFX/STBI can hold $16 through the TNT2 launch, I believe that we will see $30 by the end of May. Joel PS This is the buy low part of "buy low, sell high" :-)