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

To: Frank Medvedik who wrote (1125)	12/11/1997 6:11:00 PM
From: Eric Hautemont	Respond to of 16960

Yes, I was thinking the same for two reasons. One is the local costs (in Asia) go down in absolute dollar terms; and Two: this frees up capacity (from all the people cancelling orders) at the fabs, creating an oversupply of production capacity and thus price competition. So I think we could get a double benefit here. The question is how fast does TDFX rotate their supply inventory. If it's like a Dell we could see benefits above and beyond the last PR even this quarter. Clearly some people must be expecting that, given the sotck's hold up above 20. Eric