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Technology Stocks : 3DFX
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To: Patrick Grinsell who wrote (10777)2/22/1999 5:54:00 PM
From: Michael G. Potter  Read Replies (1) of 16960
 
I'll type up a more detailed summary tonight (unless someone beats me to it).

Basic points: Tier 2 OEM's going away faster than planned. STB is going to aggressively price and sell remaining nVidia inventory.

STB feels that they made nVidia in the OEM market. They've moved OEMs through 10 changes in chipmakers and feel they can do it again.

Retail orders for V3 4 times higher than any previous STB product.

S-4 - received SEC comments last Thursday. Depending on how quickly SEC responds to their changes expect the proxy to go out early March and the deal will close early April. May be out of their control (exact timing).

Michael
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