| Message | Subject | Recs | Date/Time (ET) |
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Michael, thanks for the report EOM
| 3DFX | | 06/13/2000 11:13:00 PM |
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Troy - long time! Quick question about your forecasting model - are you sure t | SILI - Siliconix | | 04/04/2000 12:34:00 PM |
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Any opinions on the impact of Taiwan earthquake?
Maybe I missed posts on thi | 3DFX | | 09/21/1999 05:42:00 PM |
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Seems to be a false alarm... However, the daily volume is clearly up lately
| Asyst Technologies (ASYT) Good Value/Whe | | 08/20/1998 01:11:00 PM |
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Eric, hope you feel better,
As for the inventory update (Diamond VII 12 Mb;
| 3DFX | | 08/20/1998 01:18:00 AM |
|
Large volume today, especially on the way up from 9, no news I could find. Hop | VIAS VIASOFT & THE Y2K PROBLEM | | 08/18/1998 05:21:00 PM |
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AA, BEL will seemingly offer a competitive price structure:
<i>$59.95/month | Westell WSTL | | 08/13/1998 02:03:00 PM |
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[August Options OI update] Since nobody is complaining, I'll post another updat | 3DFX | | 08/13/1998 12:34:00 AM |
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1) PC Mag on Unreal and required Hardware:
"The Next Big Thing...You will wa | 3DFX | | 08/12/1998 04:18:00 PM |
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Trey, some news that could be considered positive - BA reaches preliminary agre | Westell WSTL | | 08/11/1998 10:03:00 AM |
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[August Options OI update]
Strike Calls Puts
12.5 33(29) | 3DFX | | 08/07/1998 08:51:00 PM |
|
Rookie,
Nice to see that you still remember my CYMI/AMAT pricing theory.
Of | Cymer (CYMI) | | 08/07/1998 12:01:00 AM |
|
[General discussion a la Sun Tsu]
<i>MeccaWorld has a 3D card roundup...
I | 3DFX | | 08/06/1998 01:32:00 PM |
|
Q-to-Q revenue drop from 46M to 35M seems to be in line with BTB data for the b | LTX Corp. (LTXX) | | 08/05/1998 12:13:00 PM |
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08/05/98 LTX Corporation Announces Restructuring and Reduction in Workforce... | LTX Corp. (LTXX) | | 08/05/1998 10:00:00 AM |
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Jeff, just to throw in another possibility - TDFX/OEMs are waiting for Banshee | 3DFX | | 08/03/1998 04:12:00 PM |
|
[August Options OI]
I'd decided to monitor the options dynamics for TDFX. We | 3DFX | | 08/01/1998 02:03:00 PM |
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Tom,
Check reply 5699 for some information about institutional ownership - | 3DFX | | 08/01/1998 12:38:00 PM |
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http://www.go2net.newsalert.com/bin/story?StoryId=CnB6EqbKbyte0odC&FQ=c%25rdcmf | Radcom Ltd. (RDCMF) | | 07/30/1998 02:37:00 AM |
|
http://biz.yahoo.com/bw/980727/informed_i_1.html
....Ron Leckie, CEO of INF | Asyst Technologies (ASYT) Good Value/Whe | | 07/28/1998 09:32:00 AM |
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Re: Short interest increased 31.6% last month to 2,624,799 shares
Could you | 3DFX | | 07/27/1998 08:03:00 PM |
|
Looked through the press release, noted some positives:
-503K ASP for 5010
| Cymer (CYMI) | | 07/27/1998 07:38:00 PM |
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[Somewhat off topic].
<i>But there's a big difference between low-tech dynam | 3DFX | | 07/27/1998 04:57:00 PM |
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[Boxmakers' current strategy for the mainstream]
They are offering a relati | 3DFX | | 07/25/1998 02:26:00 AM |
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ATElifer, thanks for your insights. Couple of questions
1) When did LTX ann | LTX Corp. (LTXX) | | 07/25/1998 12:11:00 AM |
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Patrick, #5 on your list is Monster 3D, not Monster 3D II. Here in NJ I notice | 3DFX | | 07/24/1998 04:15:00 PM |
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Chip,
I didn't follow TDFX long enough - maybe you could save me time ploug | 3DFX | | 07/24/1998 12:25:00 PM |
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Hey, I bought some more TDFX at IPO price - am I alone ?
| 3DFX | | 07/24/1998 10:31:00 AM |
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Question: does anybody think that Rendition (now a subsidiary of MU and a siste | 3DFX | | 07/24/1998 09:04:00 AM |
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Beanman,
Sometime ago SVGI signed a service agreement with CYMI (I am sure | Cymer (CYMI) | | 07/23/1998 08:22:00 PM |
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[Largest Institutional positions at the end of March].
Got some data -thanks | 3DFX | | 07/23/1998 08:48:00 AM |
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ASYT has a nice web site - check the latest earnings announcement
http://www | Asyst Technologies (ASYT) Good Value/Whe | | 07/22/1998 05:02:00 PM |
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Industry BTB should be out today?
I usually pick it on EBN, but it is apparent | Cymer (CYMI) | | 07/22/1998 12:48:00 PM |
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James, good point - look at this graph
http://www.techstocks.com/~wsapi/inve | 3DFX | | 07/21/1998 05:28:00 PM |
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Chip,
Thanks for comments. Talking to ML was, IMO, a loosing proposition gi | 3DFX | | 07/18/1998 09:04:00 PM |
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[Analyst Recommendations and Institutional Ownership - Any comments?].
1)Loo | 3DFX | | 07/18/1998 10:24:00 AM |
|
jrc2,
I was wrong - downward momentum carried us below 17.5 (will have to re | 3DFX | | 07/17/1998 04:52:00 PM |
|
jrc2,
You should do your own DD, but for what it's worth I will provide my o | 3DFX | | 07/16/1998 07:33:00 PM |
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Today's drop can be in part attributed to options expiration tomorrow.
At to | 3DFX | | 07/16/1998 05:18:00 PM |
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Bob, any info about 5010 ASPs? My (unconfirmed) source suggested something aro | Cymer (CYMI) | | 07/16/1998 01:49:00 PM |
|
Aus,
In general, I agree with your assessment - licensing revenues different | SanDisk Corporation (SNDK) | | 07/15/1998 09:31:00 PM |
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[New products to be shown at Semicon West]
http://biz.yahoo.com/bw/980713/a | Asyst Technologies (ASYT) Good Value/Whe | | 07/13/1998 08:08:00 PM |
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csw, welcome to SI and thanks for the ASP information.
The thread seems to | LTX Corp. (LTXX) | | 07/10/1998 12:54:00 PM |
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Re: Another boxmaker offering V2 as an option
To play the devil's advocate, | 3DFX | | 07/08/1998 12:16:00 PM |
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http://biz.yahoo.com/bw/980708/ltx_1.html
According to Blethen, by now they | LTX Corp. (LTXX) | | 07/08/1998 11:24:00 AM |
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I think (although that may be wishful thinking) that we are following the patte | Cymer (CYMI) | | 07/08/1998 09:16:00 AM |
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Hal, I agree - added at 16-1/16. BTW, SOXX seems to stabilize, this could help. | 3DFX | | 07/07/1998 02:57:00 PM |
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Re: Pre-earnings runup, press releases.
1) IMO, chances of pre-earnings runu | 3DFX | | 07/07/1998 12:25:00 PM |
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Ian,
Your point is well taken, but even at this price (and maybe more so at | Asyst Technologies (ASYT) Good Value/Whe | | 07/02/1998 03:44:00 PM |
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[Guessing] Looked at the SOXX chart for Nov-January trying to find some tradi | 3DFX | | 07/02/1998 02:33:00 PM |
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