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Technology Stocks : 3DFX

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To: John Coltrane who wrote (11218)3/17/1999 12:54:00 PM
From: Stuart C Hall  Read Replies (2) of 16960
 
What is maximum number of boards TDFX/STBI can produce in one quarter? I think I've heard 1.5 million.

If so, and they are spending 20 million on ads, then they are paying $13.33 in advertising per board shipped this quarter!! If they spread that out over the whole year it's $3.33 per board shipped. Is my assumption of 1.5 million boards per quarter correct?

I don't think that makes much sense.

John, I liked the Flash demo as a commercial. The real commercial is funny and good but I don't think it enhances our branding very much unless you can afford to do a Budweiser style ad campaign. There is not enough linkage of the Voodoo box and the technology for my tastes. Where does the commercial assert that TDFX is the leader, runs the most games and is the fastest card available?

BWDIK?

Stuart
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