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

To: JR2 who wrote (883)	11/24/1998 1:20:00 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1010

JR2, I have no information on the margins that 3D Labs can expect from their board business. You would think that margins in this business would be good, but Dell is certainly playing E&S against 3D Labs to get a killer deal. A wild guess would be that the Dell deal is worth about 10,000 GMX boards per year, and that they net maybe $300 per board. So, maybe the deal is worth an extra 3 million to 3D Labs. My hope is that they can leverage this deal to get in with other NT Workstation makers. Pravin.