To: Jeff Lins who wrote (8326 ) 10/16/1998 3:00:00 AM From: Sun Tzu Read Replies (1) | Respond to
Now Jeff, you should not spoil the party for everyone by giving away the answers so soon ;) Sometimes I make posts just to get people thinking :D You are right I was thinking both Banshee and V2. ASP should actually be closer to 38. I think 1 mil. in units is possible, of which two thirds should be V2. Since we already have all the V2's we'd want and we've written a good chunk of the inventory off, may be we will show some profit. It's too late at night for me to think of numbers, but I think Monty's analyst had estimated a loss for Q4 and only 50 cents for FY99. I'd be curious to see how he'd revise them, so far he's been a better guesser than most. Any ways, 1 mil. units at 38 is $38 mil in revenue. If I remember my model right from way back when Pat and I were discussing such things, 3Dfx should make about 20 cents on that kind of revenue, but it is too late at night and my brain works slower than a Lada on a snowy up hill.
