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

To: Plaz who wrote (12685)	5/18/1999 11:53:00 AM
From: Scott Garee	Read Replies (1) \| Respond to of 16960

One guy asked useful accounting questions, nothing else seemed worth asking. (Though I'm not an accountant, so what do I know? :) Fab space is my big-time question. I don't think TSMC is ready for full-run .18 chips, so the next part will probably still be .25, which appears to be maxed out in the fabs. I really don't understand why this wouldn't have been at the top of any analysts list, unless they already know the answer. I don't think STB will have problems keeping up with board production. Retail demand will probably slack off significantly and JIT demand from OEM's means you don't have to prebuild a lot of boards.