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

To: Joe C. who wrote (8577)	10/26/1998 12:07:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

Joe my friend is a fund manager for a private pool. He just had a discussion with David Zacaria (sp?) in which DZ said he expects unit shipments for VB to account for 20% of the home market OEM sales. The rest of the math goes something like this: estimated total unit sales = 100 Mil. estimated % of home PC sales = 40% hence estimated home unit sales = 40 Mil. units 20% of home market = 8 Mil. units. estimated ASP for VB in and the like in 99 = $30 (may get as low as 27) Estimated sales growth of V2 class shipments in retail = 0% ~ -50% Hence the revenue numbers that you got. Tell me if this makes sense to you or if I should point out some holes in his arguement to him. Sun Tzu P.S. The only estimate number from 3Dfx was the 20% market share number.