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

To: Patrick Grinsell who wrote (13111)	6/3/1999 6:50:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

A lot depends on the outcome of Computex in Taiwan this week. So there is still room to pull a rabit out of the hat. So who is going to go there and report? C'mn guys...this is more important than E3 <g> I worry about 3dfx because (a) I don't see them as the technology leader and (b) They have not announced mega OEM deals and (perhaps most importantly) (c) I have not heard of any major establishment among the game developers to make them an "entertainment" platform/company. [hence the management is not meeting its objectives] What I'd like to see (in order of importance) is: (c) some kind of deal with ERTS, SNE, INTC, and GIC which creates an entertainment platform for 3dfx. It will allow the partners in, but aims to exclude (or make it hard) for other graphics guys to get in. (b) Deals to make Voodoo the standard on GTW, DELL, and Packard Bell home units. (a) A scallable and open graphics architecture that absolutely kicks ass. TDFX is still great value IF they meet their sales target. But unless any of above happen (or even better, 2 out of the 3), the devotion that people are giving it is misplaced. Sun Tzu

To: Patrick Grinsell who wrote (13111)	6/3/1999 9:25:00 PM
From: Doug Moellering	Read Replies (1) \| Respond to of 16960

"Like everyone else, I'm waiting to see if 3dfx can pull off the next miracle." "Unfortanately, we haven't seen a real generational leap from 3dfx, just incremental ones and even then they haven't been very "timely"." Jesus Christ, Pat, If you don't know, who does? I was hanging in there because you were still here after the NDA thing. All, I can say is that if you are unsure of the next generation, I'm out of here (and I've been holding since the start)!!!! I have been a staunch 3dfx supporter (yes, I bought a V3 the first weekend they were out), but I just don't see a reason to continue unless the next gen is REALLY ASS-KICKING. We've watched this company squander an immense technological lead by consistently making bad (no, not bad, terrible) management decisions. Since I don't hold much hope for Ballard to be axed soon, I am selling. Maybe I'll buy back in if it drops below 15.

To: Patrick Grinsell who wrote (13111)	6/3/1999 10:44:00 PM
From: John Slampyak	Respond to of 16960

Your message noted all the insider trading, ten sell decisions altogether. Two other news releases at 9:32 and yesterday (6/2) at 11:48 noted proposed sales of 100,000 shares each, per the SEC form 144 filings, by William Ogle and Gordon Campbell. These listed the proposed sales on 5/26 & 5/21. I strongly suspect that their decisions to sell their shares related to the employee stock option program which was filed with the SEC on 5/21 and may not have been a statement on the prospects for TDFX. The stock trading pattern showed nothing from the opening until 11:00, and the entire drop occurred within one hour. The stock traded flat after that. Volume was somewhat lighter than average.