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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (3598)5/30/1998 9:54:00 AM
From: John Coltrane  Read Replies (2) of 16960
 
Hey folks,

I came across this page for Microsofts' "Meltdown 98", Windows Hardware/Software Compatibility Testing conference. There is an interesting link to a Slideshow entitled "Market Dynamics of 3D on the PC". It's slightly dated but very relevant. There's a pie chart that highlights dramatically the market Banshee is targeted at. Its HUGE and S3 and ATI are directly in Banshee's sights.

Also, NOTE the reference to the end of stand-alone (Voodoo) 3D as of Q498 and the NOTE to the "Entertainment PC".

[My prediction for the first "Entertainment/Gaming PC", a Compaq Box, AMD K6-3D CPU (with AMD's 3D extensions optimized for Glide), Banshee on the MB.]

It touches on some of the points I've been trying to make regarding graphic chips on the motherboard and the pricing pressures regarding the $1,000 PC and the growth of the low-end mainstream market.

asia.microsoft.com
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