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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (9007)11/16/1998 7:50:00 PM
From: Sun Tzu  Read Replies (1) of 16960
 
The news of V3 was important and exciting. And equally positive if not more so, but somehow missed on, was the news that the turn around time now is only 19 days. This means that 3Dfx should not be caught with more than one month worth of inventory, or miss more than a month's sales due to capacity limitations. In fact 19 days is too much and in reality the surplus and shortage should be no more than 10 days. All this means that 3Dfx is greatly improving on both technological side and the business side. The only parts left are marketing and PR, and I see signs of improvements on those as well.

Sun Tzu
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