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

To: Sleeperz who wrote (1340)	1/25/1998 12:15:00 AM
From: Piranha	Respond to of 16960

<< All you have to do is take a look at MCRn's stock price. If they were making loads of money, surely its stock price would be at least over $5. >> Are you naive enough to believe that you can judge the TOTAL profitability of either MCRN or DIMD by *just* their respective Voodoo card sales? Or do you simply think we're naive enough to believe you when you try to feed us your twisted misinformation? MCRN's main business is selling motherboards Over 25 different models. Their 3D business is a tiny, tiny, tiny percentage of their overall sales. Tiny. DIMD also has a catalog of at least 25 products, including 2D and 3D graphics cards (targeted at both entertainment and professional markets), modems, SCSI adapters, and sound cards. If you just look within its 3D graphics lines, they sell products based not only on 3Dfx Voodoo, but also the nVidia Riva128, 3DLabs Permedia 2 and GLINT, Mitsubishi 3DPro, S3 ViRGE, and Rendition Verite V2100. According to the conference call, the Monster 3D is their hot seller. If anything, I'd venture to say that Monster sales are buoying up the lagging profits of the rest of the lines, and are largely responsible for DIMD's profit turnaround from earlier in the year. In both cases, you can't assume profitability (or lack thereof) is tied to a single product. In one, the impact is insignificant, and in the other the business is too diverse. Piranha