Obewon: I agree that the consensus is Q1 will be a dog- but to hold off V3 until Q2 just to make the numbers look better would be insane! So what if the competition is a month behind us? Let it be 2 months! For those riding the fence in the retail arena, having to wait 2 months may lean them into V3 NOW! I can't believe you would want us to hold back our technology, an asset, and let it essentially depreciate in the warehouses until Q2! Not to mention the image of TDFX in investors minds- bringing out better product than competitors more quickly- as well as the consumers- TDFX always being market leader and the first with the most...
Sun: FORE is a dog? Now you tell me! :) The good news- though quite embarrassing- is that I am still up on FORE. Yeah, yeah- shoulda set a stop when it started falling from 22, but believe me, FORE takes out stops faster than TDFX moves against the market. Though ASND was a successful stock for me, I sold out WAY too early, and rode it through some tough times. I had been debating XYLN for a while before *ding* bought out. And I expect the same for FORE by year's end. Even though mgmt haven't got much of a clue, the top line is growing nicely, and though it may be dead money for a while, I expect that at the end of the year I will be happy...
RE: SIII- 36 customers! Wow! I can't believe that there are 36 people who would pony up 130 clams for an S3 product :) That's gotta be double the number that bought the first Savage. Seriously- S3 is looking like a threat at the moment. Though I don't know if they will be competing on our level (though the chip is high-end enough). I read an article earlier about how S3 was selling Savage chips for less than their production cost. A brilliant analyst stepped in with this eye opener, "they need to stop that as soon as possible" (or something similar). Ya think? Maybe they are being mentored by the capo of the "negative gross margin club". That would be DIMD of course... |
