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

To: LghtBrgade who wrote (2268)	4/18/1998 9:55:00 AM
From: Bob Howarth	Read Replies (1) \| Respond to of 16960

We need to know two things. How many VooDoo2 cards can be sold and how much TDFX makes on average per card. We know that at least a million cards are possible since that is how many folks actually will have bought Quake 2 by start of summer (850K+ already according to ATVI) and each such user ... I suspect a huge number of folks don't buy such software (procured by other means) but you gotta buy the card. I suspect there is also other 3D that is not so violent. So lets say 2 million users. How much per card of profit? Hard to believe not at least 20 bucks. So that is 40 million dollars. Say in a year. Thats 40 million / 17.5 million = 2.28 per share pre-tax = 1.57 after tax at 31% tax rate. We need to fill in the above number (number cards, how much per card) with other than off the collar estimates.