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

To: Michael G. Potter who wrote (12736)	5/19/1999 6:53:00 AM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

trifona over on Yahoo posted a summary of nvidia's CC: messages.yahoo.com '1999 Break out Year for Nvidia" Q1 revenue mostlt TNT1 TNT2 most of April revenue US 49% Asia 44% - mostly CREAF (most gets shipped back to the US) Europe 7% DIMD 27% CREAF 24% STBI 13% Intel 10% Tier 1 OEMS - 40-45% of Revenues OEM vs Retail - 50%/50% - just starting to attract hardcore gamers for the 1st time Q2 - Rev up slightly Q3-Q4 - BIG TIME Rev increase expectations Announced TNT2 design wins to ship LATE summer Model calls for 35% Gross margins - high margin Ultras & low margin Vanta's evening things out ASP's Low to mid $20's Q1 R&D 12.4% of Rev. up 400k due to increased headcount mostly SG&A 10.3% in Q1 similar for Q2 Modestly Cash flow positive from operations during Q1 ***$10 million capital expenditure (licensing agreement w/ 1 of their suppliers)??? Inventory: currently @ 30 days vs 60 days for Q4. Target = 45 days. TNT2 strong launch. No availability/production issues going forward. FY2000 Projection: Revenues to increase over 100% over FY '99 figures. Used Pentium III launch to transition away from STB and to migrate OEM into TNT2. Claimed Best Selling Reatil Chipset at retail was TNT (timeframe?) Mercury Research says #2 in 3D chip supply in the world. 6 month product cycles (to coincide w/ OEM refreshes) ULTRA TNT2 - Most successful NVDA retail product ever "1 million TNT2's to be sold in 1st 45 days...pulling away from the field" "TNT2 yielding TERRIFICALLY" Wafer supply: one of TSMC's largets customers. in 4 foundries (.35, .30, .25, .22). "Will continue to garner adequate supply; TSMC taking care of us" Question from H&Q re: 3dfx: Terrific product in the gaming space. NVDA aims to offer much broader presence. Plans to be in place where 3dfx will not have any chance of presence. Buckingham question re: Transform & Lighting Press Release: "Most important feature for year 2000...W/O it you have a non-product this year" Transitioning OEM's away from STB: "Seamless & Painless". OEM's pick the architecture 1st, boardmaker's 2nd. TNT1 shipments to STB thru June: 1 tier one customer left for STB. Is being moved to another board vendor. Dell, CPQ, Gateway - increasing significantly as customers EVERY boardmaker signed onto Vanta - ASP' low teens...HIGH volume. in comparison, ATI ships 10 million usnits in the same segment (no timeframe given) DIMD shipped ULTRA to Retail TODAY!