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

To: Piranha who wrote (2249)	4/17/1998 5:55:00 PM
From: Bob Howarth	Read Replies (1) \| Respond to of 16960

Is it because of the 15 vs 17.5 million shares? IPO added these extra shares but apparently not counted for the .50 earnings. This float thing is very confusing to me wrt analyst earnings. The stuff about positioning banshee not to compete with Intel is also very confusing to me. Seems to me that competition is not just inevitable but TDFX should be VERY agressive about it instead of trying to avoid it. I am referring to conference call discussion. Good luck Monday. Should pop and retest high.

To: Piranha who wrote (2249)	4/17/1998 8:18:00 PM
From: Joon Song	Read Replies (4) \| Respond to of 16960

>>>>>>>> Oppenheimer's revised numbers: 1Q98 2Q98 3Q98 4Q98 FY98 ---- ---- ---- ---- ---- 0.50A 0.59 0.33 0.27 1.69 This was taken directly from the report they issued, not the First Call estimate summary page. The 0.50 actual is what they put in the report. <<<<<<<< Looks like Oppenheimer is suggesting that 3DFX has one more quarter before competition starts taking its toll. Whether they're right or not only time will tell. But I think the uncertainty will keep a lid on any big upward stock price movement. Boot magazine had a preview of the Matrox MGA-G200 in their latest issue. The alpha reference board they tested was running at 70% clock speed of the final board, and yet the numbers it produced weren't that far from the Voodoo2. And it promises to have close to double the Millenium II's 2D performance. Here's the comparison table. Matrox Voodoo2 Riva128 i740 ForsakenMark (D3D) 640x480 93.59fps 108.20fps 71.67fps 64.63fps 800x600 55.89fps 57.93fps 54.24fps 41.98fps X (D3D) 640x480 79.83fps 92.54fps 69.82fps 66.63fps Turok (D3D) 640x480 48.90fps 62.80fps 50.60fps 39.40fps 800x600 33.70fps 44.90fps 34.20fps 26.30fps Keep in mind that the Matrox is running at 70% clock speed. Joon