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Technology Stocks : 3DFX
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To: Pierre-X who wrote (4033)6/16/1998 8:23:00 PM
From: Jay Fisk  Read Replies (2) of 16960
 
A couple of random news bytes (ok. . . bites)

Dell's VP mentioned on CNBC that they're forecasting "less than 7% of overall Dell PC's shipped this year" to be less than $1000. The attitude shows.

Subject Two:

Fab capacity constraints, as in TDFX can't have the capacity they need, was answered by TMSC three weeks ago, when they reported "less than 80% of capacity utilized" with a forecast that reeked of doom. This effectively negates the "production capacity" arguement, IMO, unless they forgot to order enough to meet projected demand.

With two weeks to go in 2Q, I'll bet they're loading those trucks!
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