3DFX Message Board - Msg: 5946715

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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (7982)	10/7/1998 7:33:00 PM
From: Patrick Grinsell	Read Replies (1) of 16960

Sun, congratulations on the exellent sleuthing here. A couple of questions for clarification. Who is answering these questions and are they paraphrases or direct quotes? My comments: The follow up Banshee timeline has now changed from 1Q99 to 2Q99. This is VERY bad and on par for how 3dfx has been running things. The six month timeline for follow-up products is now turning into a year. This also implies (but doesn't guarantee) that Rampage probably won't be out until at least 3Q99. Our relationship with AMD involves technology, brand and new whole product offerings. Technology offering in conjunction with AMD? There are plenty of thing I could think of and none of them are bad. The 200M in annual revenue is about what I expected. Given only what we know about the public roadmap (Q2 follow-up Banshee and no new retail product for quite a while) it would seem 3dfx is in for a loss for next year's earnings. Somebody please tell me where I'm wrong here. Pat

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