3DFX Message Board - Msg: 6786136

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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (9499)	12/11/1998 7:48:00 AM
From: Michael G. Potter	Read Replies (1) of 16960

Sun Tzu, 3Dfx did call me back yesterday. The guy I talked to was inFiance, so he couldn't anser some of your questions, but he will try and get back to me. I'll post a longer summary of my discussion later, but the gist of it is that they're comfortable with the current eps estimates (my opinion - some upside potential) and that their balance sheet will be a little better and they should be cash positive this quarter. I think your 10% of 30% is low. If the computer market is 100 million units and 3Dfx captures pieces of both household and business machines (remember, Banshee is going into Gateway's Small Business machines as well and V3 should expand their share here). ATi has about a 30% share (and they're expanding into laptops even though their desktop share is being eaten into somewhat). If 3Dfx does 1/2 as well, then they'll have 15 million units next year. Michael

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