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Technology Stocks : 3DFX
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To: Andrew Fenic who wrote (4315)6/18/1998 6:05:00 PM
From: Czechsinthemail  Read Replies (2) of 16960
 
Andrew, While I'm hoping Ballard's statement provides some support for the stock, one question that remains is whether TDFX is maintaining price on its chip sales. If so, margins should remain strong. If not, we may see a decline in margins even if unit volume remains relatively strong. The other possibility is that DIMD is seeing increased competition from other boards, but the overall demand for VooDoo 2 remains strong.

Baird
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