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Technology Stocks : 3DFX

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To: Joe C. who wrote (9568)12/13/1998 6:37:00 PM
From: Eric Howard   of 16960
 
It takes more money and more time to design each successive process i.e. .35 -> .25, build the corresponding fab and put a design flow in place which works with it. 3DFX pays for each wafer they build and they can fit more of their .25 micron chips on a an 8 inch wafer then on .35 micron parts. A key number to look for, which I have never seen would be the number of square mils each graphics chip takes. The smaller the size of the chip, the more you can fit on a wafer and the less chance you have of a manufacturing defect messing up the die. Another critical piece of information which would great to know would be the yield, which percentage of parts that they fab are they able to use. If you can fit more chips on a die and you are getting a better yield off of each wafer it will make it seem that the Voodoo3 are built faster because you have higher throughput.

Since the Voodoo3 will be at both 183 and 125mhz and both parts will be coming off the same line, the OEM parts should allow some overclocking, where as the retail ones probably will not. The difference in memory speed though will probably limit the overclocking since I am sure the memory used will not be coming off of the same production line.

If Rampage is the dominant 3D graphics card when it comes out then I will buy one and I would pay up to $500 for it. One question I have though is whether I will need a Coppermine based computer in order to really use it.

Eric
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