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

To: Stuart C Hall who wrote (10102)	1/12/1999 6:06:00 PM
From: Maverick	Read Replies (3) \| Respond to of 16960

I believe 3dfx will rock in the next 2 weeks. They should handily beat estimate for demand is high for Voodoo2, Banshee. The write off for Voodoo 1.5 should provide high GM for Voodoo2 as they can convert 1.5 to 2 easily. Q4 is seasonally strong for the co. Any guess as to what Q4 EPS will be ? Buying STBI at $7 is equivalent to buying 3dfx at $10 3/4. CREAF, DIMD won't jump ship soon as demand for 3dfx chips is still strong and they have commitment to their OEM. Voodoo3 will be available to pick up any potential slack.