SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3DFX

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sun Tzu who wrote (9784)12/19/1998 10:04:00 PM
From: Michael G. Potter  Read Replies (1) of 16960
 
STB would have a little bit of trouble supporting the total 3Dfx retial market right now and their OEM sales as well (if they converted everything 100% to V3). However, they do have excess capacity now (from their last few earnings releases) and it is some effort to transform a board line from one board to another, but it isn't all that difficult (mostly reprograming insertion machines).

Michael

ps - I've been super busy at work myself. I have the week after Christmas off and plan on doing a bunch of reading of STB SEC domuments and then try and come up with a new earnings model (and then Pat and I will go back and forth).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext