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Technology Stocks : 3DFX
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To: Jeff Lins who wrote (9180)11/22/1998 11:00:00 PM
From: Michael G. Potter  Read Replies (1) of 16960
 
I'm not sure where you get the "six months till V3". Everything I've read says commercial shipments in Q2. Could be a little earlier, but I'm thinking 4 months.

That means that Q1 is Banshee and the last V2 sales. Banshee will depend on Gateway and ATi and nVidia will come on strong with their chips which both are better than Banshee. Q2 next year looks ok, but I want consistent earnings, not boom/bust.

Michael
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