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Technology Stocks : 3DFX

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To: Jeff Lins who wrote (6091)8/7/1998 11:40:00 AM
From: Perfect Tommy  Read Replies (1) of 16960
 
Jeff - Pat,

If Banshee truly is targeted first for OEM sales, them (perhaps) board makers aren't the place to be looking for Q3 revenue. It may be the *box* makers who are doing something first. Hence, the mysterious 'we will announce OEM deals when the buyer is good and ready' routine. If a Dell or a Compaq were going to announce a new configuration featuring a Banshee for the big Q4 selling season, then they would need a lot of ramp-up capacity by September to get their production on-line and up to speed.

Tommy
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