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Technology Stocks : Creative Labs (CREAF) -- Ignore unavailable to you. Want to Upgrade?

To: Stephen Nelson who wrote (10980)	4/23/1998 11:42:00 AM
From: jgideon	Respond to of 13925

Concerning Voodoo II and supply, there is an interesting quote from the TDFX conference call: fnews.yahoo.com Question: In regards to Voodoo II, is the company at all supply constrained or demand constrained? Answer: 3Dfx is not constrained in chipset supply. It can increase its chipsets with any increase in demand. The company did see temporary constraints in the memory component market which held back some Voodoo II retail rollout because the board companies couldn't ship the boards without the component. But this has been remedied and even board producers should not have any constraints by mid-quarter. ===> No rationing from TDFX. If CREAF can get the memory chips, it can ship the Voodoo II boards. Considering the demand and th strong impact on TDFX earnings, the product launch had to have gone well and leads on to believe that earnings will be positively impacted. However, the market seems to be selling on the news these days. Can we really expect good response to beating the earnings? jg