3DFX Message Board - Msg: 3263554

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Technology Stocks : 3DFX

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To: Winston Kim who wrote (1358)	1/26/1998 4:42:00 PM
From: Mitchell Ryan	Read Replies (1) of 16960

<<The markets want 50% or higher earnings surprises these days.>> I don't agree. It's not so much the upside surprise that matters as much as the business outlook for the next few quarters. TDFX should do well with a EPS range of .10 to .12 provided that revenue projections for the next few quarters are bullish. Most companies that have met or exceeded expectations, but have also conveyed caution regarding future earnings, have been hammered, primarily for failing to demonstrate significant future growth. Downgrades and downward earnings revisions have occured in most of these cases. Current demand for Voodoo chipsets still seems strong, and Voodoo 2 sales should be ramping up this quarter. Combined with little apparent sensitivity to the situation in Asia, TDFX will probably present a case for strong earnings ahead. Ryan

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