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

To: Scott Garee who wrote (12738)	5/19/1999 9:13:00 AM
From: Jay Fisk	Read Replies (1) \| Respond to of 16960

Several months ago there was a news release from a private Texas-based company regarding a single-chip TV tuner and output stage, there's a chance that the 3500 is using it as there doesn't seem to be a traditional one in the the product shots, ie no big shielded box full of analog stuff. Did anyone mention advertising comments from the conference call ? Apparently the run-rate on ads is similar to what has always been spent, just 3dfx-centric. No more vendor co-op programs, channel price protection, just concentrated results-oriented stuff. These guys learn fast ! Obviously no lack of communication with the street, they nailed the estimates. Lame trade shows ? Not anymore, E3 was 3dfx. This just may be a verry good year !