SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Creative Labs (CREAF) -- Ignore unavailable to you. Want to Upgrade?


To: Fred Fahmy who wrote (10855)4/16/1998 6:52:00 PM
From: Vanni Resta  Read Replies (1) | Respond to of 13925
 
Fred,

Here is a post in which you speculate that Creaf will hit $40 by the end of the year.

Message 4091306

In it you say "although I'm not counting on 40's by year end....I don't think it's unrealistic at all."

That pretty much means you expect $40, as I said before.

Anyway, I don't want to bother too much with these petty arguments!

I am too busy thinking about where my TDFX shares will be tomorrow, and when to sell!

Anyone have any ideas?

Happy Investing!

Vanni



To: Fred Fahmy who wrote (10855)4/16/1998 6:54:00 PM
From: Brian Lempel  Read Replies (1) | Respond to of 13925
 
All...questions about Voodoo II

We know that TDFX got 17.5 mil in rev from Voodoo II.

1. Does anyone know how much each Voodoo II chipset cost CREAF?

2. For my own estimates, I am using a breakdown of 50/50 DIMD/CREAF. I know it is probably weighted in CREAF's favor...but won't change my numbers until I find out otherwise. Anyone know for sure?

3. There has to be a lag between when TDFX ships the chip, and CREAF realizes revenue from that same chip. How much of that 17.5 million do you think was realized as revenue by CREAF/DIMD (Not a number, but
a %, since we know CREAF/DIMD add stuff and jack up the price)?

Thanks,

Brian