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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (7982)10/8/1998 1:11:00 AM
From: Eric Howard  Read Replies (1) of 16960
 
Sun,

Thanks for getting all of this information. I guess what I really want to know is when 3DFX is planning to release their next consumer part, "Rampage". I think in the previous conference call they mentioned that the second rev of Banshee would be an OEM only part. If this is the case then until "Rampage" comes out 3DFX is going to have to make the majority of its revenue off of Banshee. My question is how many units do they have to sell in order to stay profitable. I think we need to find out the margin they expect to have on their system OEM chips. Hopefully this new campaign boots Voodoo2 sales but I fear that any boost in sales will be short lived and will not be much of a factor in the revenue next year. I will try and get the numbers from the Nvidia red herring on their margin from OEM parts.

Europe being 50% of the revenues seems very strange to me.

Eric
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