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

To: Rutgers who wrote (11195)	5/6/1998 1:53:00 AM
From: BZOOKA	Read Replies (1) \| Respond to of 13925

3DFx Becomes Premier PC Game Platform, Anticipating 4 Million Units Shipped And Support From Over 250 Enhanced Games Voodoo Chip Family Becomes Platform of Choice for PC Game Players SAN JOSE, Calif., May 5 /PRNewswire/ -- 3Dfx Interactive(TM), Inc. (Nasdaq: TDFX - news) today announced that it will ship its four millionth Voodoo(TM) chipset later this month; the number represents cumulative sales of Voodoo2(TM), Voodoo Graphics(TM) and Voodoo Rush(TM) products. 3Dfx Interactive has more than doubled its 1997 installed base of 1.5 million within the first five months of 1998, making it the fastest growing of all current game platforms. 3Dfx Interactive also announced that in June 1998 it expects to see over 250 3D games shipping in support of the 3Dfx Interactive platform, including games that have been developed exclusively for the platform. ''The 3Dfx Interactive platform has become the new standard for 3D PC game development,'' said Greg Ballard, president and chief executive officer of 3Dfx Interactive. ''The unprecedented market acceptance of our Voodoo technology and products shows that we have been tremendously successful in establishing the preferred platform for consumer 3D entertainment. For publishers, this represents four million dedicated game enthusiasts and an important installed customer base to target. ''3Dfx Interactive technology enables software to reach the full potential of both graphics quality and performance,'' said Ballard. ''Game developers have chosen to develop for the 3Dfx Interactive platform not only for stunning special effects, but also in order to achieve the highest levels of realism and interactivity. Consumers have come to see that the 3Dfx Interactive platform provides the best games with the best game play and visual experience.'' 3Dfx Interactive, develops high performance, cost-effective 3D media processors, software and related technology that are designed to enable a highly immersive, interactive and realistic 3D experience across interactive electronic entertainment systems -- personal computers, coin-operated arcade game machines and location-based entertainment installations, such as racing car simulators. Current 3Dfx Interactive products include the Voodoo family of accelerator chipsets, Voodoo2, Voodoo Graphics and Voodoo Rush. Visit the company on the web at 3dfx.com This press release contains forward looking statements which involve risks and uncertainties. Actual results could differ from those discussed herein. Factors that could cause or contribute to such differences include, but are not limited to, intense competition, delays or changes made by third party developers and publishers, acceptance of the Company's technology by the market, unforeseen delays in satisfying orders, and rapid technological change in the electronic game market.

To: Rutgers who wrote (11195)	5/6/1998 11:14:00 AM
From: Savoirman	Read Replies (2) \| Respond to of 13925

From the Singapore analysts conference: (this I got from an analyst friend who was quite cross with the level of detail I wanted!) 1. Guidance: No change but some upside possible from the 20-25% revenue growth range if all the major products perform as expected (these are SBL, PCI products, PC-DVD, Voodoo2 and speakers). 2. DVD-RAM could be coming out soon. 3. DELL OEM contract has been confirmed terminated. Now only offered on top end as an alternative to Turtle Beach. Same thing happened with Compaq a while back. BUT GET THIS - Creaf has managed to seal contracts with HP, Gateway, Micron, Fujitsu, NEC and Packard Bell for the ENSONIQ and AWE64D! Probably some sort of record. Pity about DELL though, ... 4. IDC forecast apparently 10m PC-DVD drives in 98, from <1m in 97. Some 45m in 99 and 90m in 2000!!! 5. Cambridge SoundWorks market share jumped to 14% end March 98 (from 0% in Jan97). 6. 64% of people polled on the internet want to buy Creaf Voodoo2 (versus DIMD at 24%). 7. Creaf audio market share 69%. 8. PC-Data says Creaf has 86% of US market in PC-DVD. Worldwide even higher. 9. Ingram Jan 98 best seller list - Creaf graphics cards no.1. 10. Long term future prospects - Creaf will raise standards in all segments so quickly that CPU-based or software based solutions will not be adequate or cost-competitive. Creaf will also participate in software solutions if CPU power becomes powerful enough (of course get paid for it). No matter what still need speakers, so that segment will not affected. Will push for more speakers per PC. The Desktop theatre 5.1 also includes a AC-3 decoder (which is apparently quite expensive in itself) so is quite attractively priced. 11. USB - market unknown. Creaf working on a USB speaker but not going to focus here. USB only for 2 channels and not good solution. Creaf prefer to use 1394. 12. Overall - Sim was pretty bullish. Said 100m set aside by the board to buy back shares was in response to "internet" criticism that Creaf does not take care of shareholders!!! (way to go). that's it