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

To: Jeff Lins who wrote (11282)	3/21/1999 12:26:00 PM
From: Chip Anderson	Read Replies (3) \| Respond to of 16960

Here's more on GDC including blurbs on Hercules' and Matrox's plans: firingsquad.com Chip "3dfx's oldest and biggest booster" Anderson coolhistory.com

To: Jeff Lins who wrote (11282)	3/21/1999 5:49:00 PM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

Q1 will likely be a dog, but I believe q2 could look a lot like last years V2 launch (those were the days...) I disagree. Depending on how 3dfx reports on this (with or without STB) should be the determining factor. Since the merger appears to be after the quarter, the report should be as of 3/31/99 with 3dfx only. If this is the case, I expect the quarter to be halfway decent. It's interesting to note that the analyst's numbers are based on the old 3dfx chipmaker, not the boardmaker. 20M on marketing sounds insane...but if it works, and a wide range of consumers can actually identify the 3dfx name- it may well be worth it.. Assuming a GM of 33%, 3dfx would have to sell an additional 60 million in product this year for a break-even scenario. This is about half a million additional cards (give or take). It's a lot of money, but the adds are good enough to possibly warrant it. Pat