3DFX Message Board - Msg: 6886432

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Technology Stocks : 3DFX

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To: Marc who wrote (9755)	12/18/1998 1:24:00 AM
From: Patrick Grinsell	Read Replies (2) of 16960

Diamond Revenues, Voodoo2 board margins, and STB CC: Marc: Hem, maybe that's me who (it sometimes happen) has not understand but DIMD sales are : Q1 186.2M Q2 172.3M Q3 123.2M My bad. I pulled the 150M from memory (I shoulda looked it up). The 50% of Diamonds Q2 was from the conference call so maybe my embarassment can yield some real numbers. Okay, so if Q2 sales were 172.3M and 3dfx was 50% of that, then 3dfx sales were 86.2M, right? Well this was the same quarter that Diamond represented 42% of 3dfx sales of 58.6M. So Diamond bought 24.6M in 3dfx chips. Bottom line: It took 3dfx 24.6M in 3dfx chips to produce 86.2M in boards. Looks like the retail boards were going for about 3.5x the chipsets. Potter, a 3.5x markup help for your calcs? Here's the quote from the conference call Marc. I'll let you guys do the interpretation: "STB's management also estimates that all combined commerical board graphics revenue for all suppliers of 3dfx based products was between 800M and 1B dollars sales into retail end distribution." Pat

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