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

To: Sun Tzu who wrote (8840)	11/6/1998 3:24:00 PM
From: Michael G. Potter	Respond to of 16960

It may not be a gross underestimation, they've just entered mass production on the chip. There's a certain cycle time from ordering to when the foundry ships them the parts. They may be right on track in terms of supply, but not have a ton of chips ready for the retail market. I've noted that the online prices for Banshee have crept up a little. Must be very high demand out there. 3dfx is damned if you do/damned if you don't on chip availability. They have/had too much V2 inventory and now they're scrambling to meet banshee orders. I'd rather have them scrambling to meet orders than have too much left over. Michael

To: Sun Tzu who wrote (8840)	11/6/1998 3:28:00 PM
From: Patrick Grinsell	Read Replies (2) \| Respond to of 16960

That's funny...The fact that 3dfx underestimated OEM demand makes me very happy. Pat P.S. Tried to short Iomega today but there were no shares available. Damn.