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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (2868)5/2/1998 12:23:00 AM
From: Eric Hautemont  Read Replies (1) of 16960
 
Chip:
That's an interesting question with no clear answer (as I think there might be none to be had). I don't think Greg was being flippant when he answered "different" to a question that targeted that very issue. As I posted on the Yahoo thread, it is clear that the SLI aspect of Voodoo2 won't be a possibility with Banshee so for sure Banshee won't have the same performance as 2 Voodoo2 boards. My guess is that Banshee might also miss some of the special features of the full Glide API, at least that's what the "vague" wording in the Annual Report would lead to believe. The two things I got away with on that issue based on Greg's answer are:
1. Different price point, different channels and target markets might minimize any cannibalization of one by the other if performances on some of the features are equal or in Banshee's favor;
2. They will rather cannibalize themselves than give the competition any shot at doing it. This sounds to me like taking a page directly from Intel's book, and made me even more bullish on the company. Like in 1997, and regardless of current claims, I'm afraid the competition won't find 1998 to be a walk in the park :-)...
Eric
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