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Technology Stocks : 3DFX

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To: Piranha who wrote (2164)4/16/1998 6:13:00 PM
From: Tomas  Read Replies (2) of 16960
 
Some 3DFX Conference Notes

- Revenues were up because of earlier V2 release

- Q1 Revenues 35% V2
55% V1
10% Rush

- Q2 Projections:
Rev increase 15-20%

ESP increase slightly less
than Q2 revenue projections

- Banshee production in Q3:
It is in limited vendor sampling now.
One more cut of silicon due.
No technical issues.

- Expect 400 titles by xmas with many just glide only.

- V1 will be lower in price ~$23/chip ~$99/board
to gain wider 3DFX market. Especially since
the 3dfx/pc is superior to console graphics.



--------------------------------------------------


What a fantastic quarter, I bet the farm on this
puppy and she came through!!!!

Looking to the 40's tomorrow!!

Regards
Tomas
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