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Technology Stocks : 3DFX

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To: Andrew Fenic who wrote (4581)6/23/1998 12:22:00 AM
From: Matt Webster  Read Replies (1) of 16960
 
Easy question: what is the per price chip of the Nvidia Riva 128 and the Riva 128ZX? Banshee is clearly superior to both of them in every way. When we compare Banshee to TNT, we are missing the intended market. (Period.) As for the others (ATI Rage Pro, Permedia2 and Savage3D), does anyone have per chipset pricing?

Someone else also mentioned that Banshee uses SGRAM, while others use SDRAM. This is probably a non-issue because there is a surplus of both. It seems to me that I read SDRAM is going for $1.50 per 16 Mbits. A 16 MBit card would need 8 chips for a total cost of $12. If SGRAM is 25% more than that is a difference of $3. That is nothing to really get excited about. 4 and 8 MB cards will be obviously less affected. Even if SGRAM is 100% more, the difference is $3, $6, and $12 total for 4, 8, 16 MB version cards, respectively.

I hate to criticize, but I think we get too distracted by technical specifications that don't really matter, or at least don't matter when controlling for price. Let's talk about price some more, okay?

Matt

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