3DFX "the" Video Chip Maker Message Board

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Technology Stocks : 3DFX "the" Video Chip Maker

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To: AJ Berger who wrote (40)	6/27/1997 6:27:00 PM
From: Don Westermeyer	of 70

AJ, [Letter from friend snipped] Thanks for the interesting post. Your friend seems very knowlegable about 3Dfx. I'm pretty much in agreement with most of what was said. I do think he's quite wrong about the non-importance of a 2D/3D combination card. With a 2D/3D card you will see a lot more manufactures offer it as an option. $30-$40 savings (plus the reduced labor to install and better reliability) is a big deal to companies that put PCs together. There's a lot more money in this market than the 'upgrade' market. In short this is now a non-issue though with several companies offering a one board design. I'm glad your friend got in at the IPO. I bought at $14-1/8 and now wish I would have waited. The stock may even slip back below $13 but I still think it will appreciate by early next year, especially after the Banshee chips are announced. From the letter it looks like the Banshee design contains the 2D logic also. I guess compared to 3D, 2D should be pretty simple! Don

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