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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (12436)	5/11/1999 2:00:00 PM
From: Casey	Read Replies (1) of 16960

Response to Sun Tzu's mistake list. As far as the PR and some financial issues as far as the merger goes I can't argue with you. However, looking at the big picture (as far as running the company goes) these are short term issues that will be irrelavent in the not too distant future. As long as it didn't affect demand for the actual product or affect future products I'm not to worried about it. I know as a pure investor these things are important though. Underestimating demand for Banshee was probably a reaction to over supply of V2's. They were learning and still didn't have complete control. They went and bought STB to resolve the control issues. Banshee may have been late but that really isn't a management mistake. Hopefully with more control over the entire process they will be able to control these things better. (People are probably going to yell over this one:) About this OEM check list thing I disagree. Yes, they don't have 32-bit or full AGP support. However, if the product still flys off the shelf and the lower price (because of the lack of features) gets them OEM wins (ATI anybody) then they made the right decision. As far as announcing the merger too early and STB getting stuck with TNT's. Well that is a very short term problem. If it helps them clear the slate and allows them to get into their long term game plan that much earlier (which it did) then it is a very small price to pay. One more thing, some don't think the $20 miilion Ad campaign is worth it. IMHO, breaking down the cost per possible extra cards sold in the next year or two is short sighted. First of all, they were always going to spend some money advertising the new company so its really not a $20 million decision. Also, if they can successfully build a "3dfx inside" (like intel inside) following, long term $20 million will seem like play money. Think big. Casey "just trying to ride the wave" K

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