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Technology Stocks : 3DFX
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To: Yeagher who wrote (13131)6/7/1999 11:46:00 PM
From: Plaz  Read Replies (1) of 16960
 
Well, Sharky said that he was told at Computex that the NV10 would definitely be a .18 micron part. In _that_ case, we won't see the NV10 in October - or even this year. Any thoughts on my speculation?

I think your speculation is pretty good. If Intel doesn't think they can hack .18 micron until 1Q2000, then I doubt anyone else can either. Not and make money at it.

Of course, NVIDIA will announce their NV10, with awesome specs, right during the launch of the V4. I'd bet on it.

I'll be watching the time that it takes the competition to match the V4 (with shipping parts, of course). If it's < 3 months, this is bad. It means that we've entered a commodity business and 3dfx will likely never be able to distance themselves from the competition enough to take it to the bank (i.e. it won't break out of it's current P/E ratio). 3-6 month lead: would be sufficient to keep me interested. 6+ month lead? :-)

Plaz

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