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

To: Paul A who wrote (8634)	10/27/1998 10:08:00 AM
From: Michael G. Potter	Read Replies (2) \| Respond to of 16960

I called Gateway this morning. The Banshee is the standard card, but it isn't clearly listed, you have to ask and the sales rep has to look it up. I'm not expecting a huge pop up just because of Gateway, management has been promising major OEM wins for a while and I'm sure that a certain amount of this is already built into the price. If CL gets some of their 8 meg cards into the lower-end machines then it will be more of a big deal. Also, the TNT is an option (for $50 more) and many people buy the most tricked-out computer they can, so every sale will not be a Banshee. My guess was about $5 to $6 million from the Gateway deal and I bet a bunch of that was already shipped in Q3 to Creative. The best thing is that the more Banshees that are shipped, the more computers support Glide which means more opportunity for games. Michael