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Technology Stocks : TSNG LAb (TSNG)

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To: Dennis Tung who wrote (263)6/18/1997 1:59:00 PM
From: John Farrell   of 276
 
Reading the press release on this, basically what I get is that they've bumped the integrated RAMDAC up from 135MHz to 175MHz. This is inline with the S3 ViRGE/GX and the Matrox Mystique chips that shipped 6-8 months ago.

Unfortunately, all of the other companies now have out 205-240MHz integrated RAMDACs (ViRGE/GX2, Matrox Mystique 220, Laguna 3D, Trident 985, ATI's RageII+DVD and Rage Pro). All of these have integrated 3D as well.

Unless Tseng did some performance things in the 2D engine that not talked about in the release, this might be too little, too late. Video Logic is doing the ET6100/PowerVR combo board, but they co-developed PowerVR and this places them in a different situation than other add-in board vendors. Video Logic has a large financial stake in finding some way to sell PowerVR's. With $36 a chip pricing on a 3D Labs Permedia 2, two (ET6100/PowerVR) pieces of silicon (vs. one) is going to make it hard to compete on price/performance.
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