SI
SI
discoversearch

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
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Hoyer who wrote (1197)1/5/1998 12:17:00 AM
From: William T. Katz  Read Replies (2) of 16960
 
The previous release said the production bottleneck should be relieved by Q1 98. That would allow all those "out of stock" signs to turn into $$$ for 3dfx. The projected 0.50/share I think is fairly conservative given that increased production will help the margins even as 3dfx drops prices. But with Voodoo2 for 2nd half and then Banshee there is significant upside potential if 3dfx can enter the lower-margin but high volume integrated 2D/3D chip market.

100% or more EPS over 3Q is not difficult when your that 3Q EPS is next to nothing. Like you say, mindshare + volume production is the key. I'm wondering when Intel will make a big hoopla with the i740 chip introduction. Previews say its like a thermally-hot Riva 128.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News