Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick Grinsell who wrote (9715)	12/16/1998 4:07:00 AM
From: Jeff Lins	Read Replies (1) \| Respond to of 16960

I declare a tie! Now then, looking at the numbers from your site, I like the general conservatism, but the linear growth through q2/q3 might be a bit optimistic. The parallel between chip sales for TDFX only and board sales for the combined entity I think is also a bit off...surely we would have sold more chips than STBI alone can sell boards, no? If not, looks like we woulda been in a world of hurt! Do we know how many cards STBI sold last quarter? How about their seasonality? I could do some digging to get some figures if you want. I think if we use STBI's board shipments from the past, add % growth in PC market and assume they will sell similar amount we would be ok...As far as revenues for board sales go, perhaps splitting V2000/3000 sales by OEM and retail would be a nice way to go...I'll try to put a few numbers together, and see how they compare. Would be interesting if we could have several different people (likely using different logic) run the numbers. With a combined model we could do a simple sensitivity analysis to see what our worst case/best case etc. look like...remember doing this with the V2/Banshee a while back, and the numbers were a bit scary...coming in short a 100k V2 was the difference between life and death...oh yeah...they did miss by a few 100k...what an awful week that was.. Ideas for "the perfect model"? Hmmm...would probably require a look at the T & A...I mean, TA... PS: thanks for the mail!