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

To: Paul A who wrote (12651)	5/17/1999 7:49:00 PM
From: Peter S.	Read Replies (1) \| Respond to of 16960

There seems to be a mindset in general that only 1 company can make money from the graphics industry at one time. I don't think that this was the case yesterday, isn't the case today and won't be the case tomorrow. The graphics industry is contracting but I doubt that there will ever be less that 4-5 chips in the market. I also believe that 3dfx has at least as much chance to be one of those chip manufacturers as Nvidia does - especially as 3dfx positions itself for a greater degree of diversification and better profit margins. Both companies continue to come up with good products with very little between the two. The question as an investor is, who can make the most profit from doing business. That seems to me to be a better basis of debate than the 'you're 2nd so you lose' theory. Peter S

To: Paul A who wrote (12651)	5/17/1999 11:54:00 PM
From: Joe C.	Read Replies (1) \| Respond to of 16960

Paul A, interesting that you put in a stop for today when you said that you were getting out on Monday. Seems to have worked out for you. I've found that trying to squeeze that extra 1/4 or holding on for just a little bit more doesn't seem to work for me. TDFX conference call should be real interesting. DELL's also announcing and expectations (at least mine) are high. Just a thought from last week, did anyone else find that Talon announcement sort of strange. Word was something unique and they announce a TDFX 2000 on the motherboard for $2,000. Kinda steep if you ask me - what am I missing? I'm wondering if there isn't more to this story - like maybe 2 chips in an SLI config. Why would a motherboard with a 2000 chip be such a secret even within TDFX? O.K. on second thought, maybe it is just what it is. Kinda nice to see some volume and a new short for a change - slow and steady goes against my portfolio objective - extreme risk. Joe C.