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

To: Chip Anderson who wrote (13046)	5/30/1999 9:33:00 PM
From: Jay Fisk	Respond to of 16960

Does Intel have something against Nvidia ??? The new boards have "internal 800mbps AGP" - No AGP slot ! Here's Anand's review: anandtech.com And one from TC Computers with mfgr links: tccomputers.com What's the point ??? None of the TNT2 cards have PCI ! tccomputers.com Did I miss something here ??? Or do I short NVDA and DIMD Tuesday AM & go longer TDFX ??? ---------------------------- thanks to TC over on Yahoo.

To: Chip Anderson who wrote (13046)	5/30/1999 11:12:00 PM
From: SBHX	Read Replies (1) \| Respond to of 16960

Chip, Profitability is king. This is true in any business. Unless all their financials are faked (like pre-KenP S3), Nvidia seems to have turned their tide of red ink around, their last two quarters have been quite impressive. I'd be very careful about dismissing them too easily. JMHO. All I know is that the current mob of board makers offering TNT2 boards can't last. Consolidation will occur. Consolidation should cause some confusion which will help 3fdx in the long run.