3DFX Message Board - Msg: 9586366

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Technology Stocks : 3DFX

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To: Michael G. Potter who wrote (12679)	5/18/1999 11:40:00 AM
From: Scott Garee	Read Replies (1) of 16960

More CC notes TDFX mission is to dethrone ATI and be #1. want ~25M shares outstanding going forward STBI statements GM on V3 > 30% Dell & GW > 15% each of revenue 35% revenue to OEM, 58% channel, rest misc. non-TDFX inventory ~$10M, expect mostly gone by end May expect OEM revenue may be above expectation expect better margins through rest of year Questions combined pro forma EPS still being worked (inline with guidance) last week of May for first OEM announce, another the next week, some additional 2nd tier. more a couple of weeks after that. expect consistent V2 sellthrough for remainder of year. No significant Banshee sales after this quarter. apparently V3 launch was better than STBI expected sellthrough is stronger than expected other tdfx customers began transitioning away from tdfx immediately after merger announcement didn't expect to spend as much cash as they did (some customers are a little slow in paying "ahem" :) go forward cash neutral future R&D in low teens (lower at start, ramp in middle of quarter, lower later in quarter) combined cash >$100M positive cash flow expected in q3 and q4

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