Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chip Anderson who wrote (12771)	5/19/1999 5:10:00 PM
From: JAG	Read Replies (3) \| Respond to of 16960

I prefer your board because they have intelligent posts. I will leave when they start getting stupid.

To: Chip Anderson who wrote (12771)	5/19/1999 5:16:00 PM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

Chip, JAG's posts have had a great deal more information in them over the last few days. I kind of like having someone from the other camp posting here. At least he/she came right out and said that they bought nvda (nothing on being long or short 3dfx, however). I do agree that it would be good for JAG to post in the NVDA thread so we can get a good source of info going there. I like to know what the competition is doing. JAG, nvidia has a very large P/E and many, many shares coming out of lock-up soon. 3dfx said that they're going to announce 3 of 5 top OEM wins in the high volume part of their lines. Voodoo3 has already used up a decent amount of the retail demand for a new card with their launch. Nvidia will be running the same risk that 3dfx did with the V2 launch, huge ititial orders to fill the boardmakers' demand, but Q2 is slow for retail and OEM. If you look at 3dfx's record when they had a big lead last year, the stock tanked after much better than expected earnings were announced. Michael