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

To: Obewon who wrote (13013)	5/27/1999 3:04:00 PM
From: Scott Garee	Respond to of 16960

Either way, 1 million in 1 month is impressive.

To: Obewon who wrote (13013)	5/27/1999 3:40:00 PM
From: Casey	Read Replies (1) \| Respond to of 16960

But what does the 1 million really mean? NVidia is just selling chips to be put on the boards and sold by the board manufacturers to the real customers. So they sold 1 million chips between Diamond, Creative Labs, LeadTek, Hercules, Gallimount, Falcon Northwest, etc. Some need more to supply the OEM deals. So that basically equals around 150,000 average to each boardmaker. That could be up to a 3 month supply or more for each boardmaker. I'm not saying it doesn't say alot about the potential demand forecast by the boardmakers but it really doesn't say anything about the actual demand. What really matters is how fast these boardmakers actually sell through to the public and when they go back to NVidia for more chips. The next couple of months will tell who wins this round. However, I think we all expect TDFX to re-gain total high end dominance in the next round. I do agree with what someone else pointed out. The V3-2000 was supposed to be the real winner for standard configuration OEM wins. Thats what we should learn from ATI. Where are the V3-2000 OEM wins? Anybody? Bueler? Casey "looking for a knockout punch" K