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

To: Michael G. Potter who wrote (8051)	10/8/1998 6:57:00 PM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

My initial thoughts were that Diamond was doing a new 3dfx retail product and that was why they had no Voodoo2 inventory. I refused to believe they could be that stupid in inventory management. Apparently, Diamond's incompetence is exceeded only by my own stupidity. Chip, you're probably right about it not being a new product. Pat P.S. If diamond didn't order anything the whole quarter they could have single-handedly killed this quarter for 3dfx.

To: Michael G. Potter who wrote (8051)	10/8/1998 7:46:00 PM
From: jttmab	Read Replies (1) \| Respond to of 16960

Mike, Would you classify Diamond as an inexperienced company? While they say in their report that the supply of voodoo2 exceeded demand, at least as of today they are still out of stock on the 12M board. So it isn't clear that they have solved the inventory problem nor is it clear that they have figured out where the demand is....unless you wish to subscribe to some of the clearing out inventory for rev 3 boards,etc., or that they are getting out of the Voodoo2 market. I don't necessarily condemn the company to oblivion, I hope they turn things around. I would like to agree with you that if Diamond doesn't buy Voodoo2 chipsets that it won't have a significant impact on Voodoo2 revenue. The assumption has to be that the consumer is more interested in the Voodoo2 brand rather than the Diamond brand and it is difficult for me at least to accurately assess that. Best Regards, Jim