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NVIDIA Corporation Message Board

  • Oldanwisa Oldanwisa Feb 3, 1999 8:26 PM Flag

    Short NVDA/Long TDFX and/or SIII

    Short nVIDIA and go long equal $ amount of S3
    and/or 3dfX --a high probability winning trade.
    would someone pay 39 times book value (0.51c per
    profile in Yahoo stock quote section) for nVIDIA and only
    1.5 times book for S3 or 3DFX, the latter being a
    direct successful competitor in what is now a mature
    cutthroat margin industry.Right now the stock is still
    atleast 2.5 to times the $7 price at which the
    underwriters originally planned to release the IPO at. This is
    a good target price for the downside. Even if both
    stocks sink it will be a winning trade because S3 or
    3dFX, both at close to their lows,will fall much

    Right now the nVDA stock is high from the afterglow and
    hype of
    the IPO but board shipments of their latest
    flagship product the
    RIVATNT has slowed and customers
    are now extracareful to not
    order anymore of the
    TNT's in anticipation of the next TNT2 version. A lot
    of preIPO stock is sitting with the
    Capitalist and once they get a chance to unload after the
    period watch out.

    Be prepared for 2ndQ earnings
    that are way down from the 4Q99
    this at your own risk.

61.99-0.04(-0.06%)Aug 29 4:00 PMEDT