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: Ben Wu who wrote (10598)	2/10/1999 6:14:00 PM
From: Piranha	Read Replies (1) \| Respond to of 16960

Forgive my absence, too disgusted after not being able to sell in the black the day after earnings (I was on a business trip and didn't want to place an un-monitored sell order....). At any rate, I've been perusing the First Call earnings estimates and found a couple of interesting things. First, there are three February revisions for TDFX. These are interesting in that they are going all over the place. Buckingham revised downward for 1Q99, but upward for the remaining three, with a net increase of 0.15 to 1.00 for FY99. Opco also revised FY99 up 0.03 to 0.62 for FY99. This was the only number listed; there is no quarterly breakout. Finally. Montgomery shows some quarterly up revisions and some down revisions, but the numbers I'm looking at don't add up, so I'm taking that one with a grain of salt. At any rate, the quarterlies add up to a net unchanged at 0.25 for FY99, by far the lowest estimate (next closest is 0.56). Second, there are now some 2000 estimates out from Buckingham, Fahnestock, and Montgomery. They range from 0.95 to 1.90 with a mean of 1.33. From the overall look of things, I'd say these guys think that the TDFX-STBI synergy will kick in about 3Q99. Finally, I noticed that STBI is slated to report 1Q99 earnings on about 2/22. This will happen since there's no way the merger will be complete by then. I wonder what the effect would be on TDFX's price if STBI beat the consensus by a significant amount. Do the analysts treat the two as a merged company yet or are they still discounting everything until it's a done deal? Returning to my disgusted lurking.... Piranha

To: Ben Wu who wrote (10598)	2/10/1999 9:57:00 PM
From: Joe C.	Read Replies (2) \| Respond to of 16960

How hard would it be for TDFX/STB to make their own console? My understanding of these things (although somewhat limited) is that the proprietary hardware/TV connection is relatively inexpensive - the big bucks is in the software. If TDFX can develop the chip to support a console hook up using the same CD's for the PC - what else would be needed. STB makes their own monitors and motherboards. I would think they could figure out the needed hardware to do it right. PC/console compatability would help maintenance/patch support issues. Gaming companies are trying to make internet play much simpler. TDFX could leverage these things to add internet connection to simple set top box configuration. Price this right and anyone that plays games on the PC can pop the CD into the TV box, lay on the couch, crank up the stereo, and conquer the world. If doable - this would kill Nintendo & company. TDFX has 100 million in the bank to make something like this happen. What do you guys think? Joe C.