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Technology Stocks : 3DFX
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To: Winston Kim who wrote (1317)1/23/1998 2:28:00 AM
From: Ralph Bergmann  Read Replies (1) of 16960
 
In you estimation you assumed a revenue growth of 80%. I think it is far too low. Q3 was from july to end of september. This was during a time when 3dfx was just in the period of getting into the sight of people. The real 3dfx hysteria came up later I would say in November, where masses of people became interested in Hardware acceleration. The number of unit shipments should be much larger in this quarter than in the prior quarter - at least a factor of 2 or 3. But we will see it next week.

Ralph
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