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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey P who wrote (13658)	7/9/1999 10:52:00 PM
From: David Krafcsik	Read Replies (2) \| Respond to of 16960

1st crack at earnings this quarter: (This is a SWAG = Scientific Wild Ass Guess) Financials Estimate for 3dfx -- quarter ending 7/31/99 Product Name Rev/Unit # Units Total Rev. $ Shipped (Millions $) ------------ -------- -------- ---------- V3-2000 75 900K 67.5 V3-3000 120 600K 72.0 V3-3500 175 30K 5.2 V2 50 150K 7.5 STB Desktop TV 100? 50K 5.0 Banshee??? 30? 20K 0.6 ------------ -------- -------- ---------- Total Revenue: 157.8 Gross Earnings: 39.5 (25% gross margin) Net Earnings: 7.9 (5% net earnings) Earnings per share (before merger writeoffs) $ .31 Earnings per share (after merger writeoffs) ??? Notes: 1) Wasn't even thinking of Voodoo Banshee until I saw an ad in the latest issue of TigerDirect's Mail order catalog today. They are selling STB Banshee 16 MB boards for $49.99 (after $40 rebate). Of course, 3dfx won't be making much after the rebate... 2) Is STB Desktop TV selling? Haven't heard much more of this. Most people would wait for the V3-3500 anyways.... 3) Am I missing any products? What else did STB sell on its own? 4) I'm guessing 20% OEM shipments of total unit volume...