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

To: Patrick Grinsell who wrote (12702)	5/18/1999 3:30:00 PM
From: Piranha	Respond to of 16960

<< In doing the combined statement I had to UNDO STB's little accounting error. >> You might call them (972-234-8750) to confirm that this actually is an error. Try Bryan Keyes. He's a finance guy. Might be in SJC for the conference call, though. Piranha

To: Patrick Grinsell who wrote (12702)	5/18/1999 3:33:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 16960

Pat, how did you get 25 million for the number of the shares? I get almost 24 million.

To: Patrick Grinsell who wrote (12702)	5/18/1999 3:36:00 PM
From: JAG	Respond to of 16960

Diamond and NVDA spent a combined $54 million on R&D in 1998. Not all of the Diamond R&D was graphics as only 78% of their business is graphics and they were also developing the Rio, communications, professional graphics, etc. The annualized R&D run rate for STB and TDFX is $56 million. To me this is the key reason that TDFX may end up the winner even though I truly believe that TNT2 and Voodo3 are currently neck to neck with a slight edge to TNT2 due to the extra features. This is also the reason that NVDA will be forced to merge with either Dimd or Creaf if they want to be a long term player.

To: Patrick Grinsell who wrote (12702)	5/18/1999 10:31:00 PM
From: Joe C.	Respond to of 16960

ATI is definitely the competition to beat - no question a class act and a difficult challenge. Looking at their valuations makes me drool: 1 million in annual revenues 3 billion in market cap Assuming 600,000 TDFX Revenues, that would equate to 1.8 market cap or about $72 (wow!) per share using 25 million shares. Naturally, their making more money, have much stronger OEM presence and are into more markets (laptops for one). On the other hand, TDFX is definitely showing signs that they could give them a run. Do you think analysts might start noticing some of this? Joe C.