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

To: Patrick Grinsell who wrote (8328)	10/16/1998 3:16:00 AM
From: Sun Tzu	Read Replies (2) \| Respond to of 16960

So you are assuming a 1.5 mil unit shipments instead or my 1 mil. given that 3Dfx reported eps of 54 on revenue of 58 mil last Q, then I can't see why they cannot report 40+ cents on the 55 mil revenue that you are estimating. I guess we'll just have to wait and see. ST P.S. Stuart, my brain is on vacation for now. I'll answer you tomorow if I'm in U.S, or next week when I come back.

To: Patrick Grinsell who wrote (8328)	10/16/1998 3:23:00 AM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

One of the most important things everybody missed... We've got a development team of 20 over in Austin. Hell, Nvida only has about 40 people for the whole company. Considering the expense of doing such a thing I must only asume there is a reason for it. It's a development not production team, so OEMs aren't the reason for it. They must be collaborating on some sort of BIG design over there. So the big question is what chipmakers are in Austin? Nope not Cyrix and not Compaq. IBM and AMD are though. Since Sun said AMD and 3dfx are working on technology together I think we can reasonably imply that AMD is our target here. Regardless, 20 people is a serious development effort no matter who they are collaborating with and goes a long way to showing me that 3dfx is indeed aggressively approaching new markets. (If it were the same markets, they could do that work at home.) The fact that Diamond seemed to be the only boardmaker to fail their projections tells me Voodoo2 still has some life left. Especially at these new price points. I feel much better about 3dfx today than yesterday. I think I'll hang around a while. Pat