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: Jeff Lins who wrote (11282)3/21/1999 5:49:00 PM
From: Patrick Grinsell  Read Replies (1) of 16960
 
Q1 will likely be a dog, but I believe q2 could look a lot like last years V2 launch (those were the days...)

I disagree. Depending on how 3dfx reports on this (with or without STB) should be the determining factor. Since the merger appears to be after the quarter, the report should be as of 3/31/99 with 3dfx only. If this is the case, I expect the quarter to be halfway decent.

It's interesting to note that the analyst's numbers are based on the old 3dfx chipmaker, not the boardmaker.

20M on marketing sounds insane...but if it works, and a wide range of consumers can actually identify the 3dfx name- it may well be worth it..

Assuming a GM of 33%, 3dfx would have to sell an additional 60 million in product this year for a break-even scenario. This is about half a million additional cards (give or take). It's a lot of money, but the adds are good enough to possibly warrant it.

Pat
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News