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Technology Stocks : 3DFX
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To: David L. Wasylenko who wrote (12430)5/11/1999 12:02:00 PM
From: Sun Tzu  Read Replies (2) of 16960
 
Further evidence of possible production constraints for fabless chip makers: Message 9455439 Could someone ask 3dfx if they made sure that TSMC will give the capacity that they need. I seem to recall that 3dfx avoided distributing their production among several fabs and was pretty sweet to TSMC on the grounds that TSMC (or any fab for that matter) takes better care of customers who exclusively deal with them. I wonder how much friendship counts in this business.

Sun Tzu

P.S. David, how long after the earnings do you expect to see $25~$30?
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