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Technology Stocks : 3DFX
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To: Robert Grist who wrote (3603)5/30/1998 10:34:00 PM
From: Chip Anderson  Read Replies (3) of 16960
 
Re: What's the net net?

Here are my meta-conclusions one-day after the show:
1. My personal expectations for Banshee have been lowered.
2. I didn't see any "Voodoo2-killers" at the show.
3. D3D is replacing Glide more quickly than I thought.
4. The "Next Generation" stuff is much more important long-term than Banshee is.
5. "Unreal" will be to best game/3D Engine for the next 6 months to a year.
6. The threat of Intel/MS competition played a bigger role in the recent price decline than I thought.

...and finally,
7. I'm not selling my TDFX shares anytime soon!

Lastly, please take all of my E3 comments with a grain of salt - they are just the opinions of one person (me). Hopefully, we can find more opinions from other attendees. I'd love to compare and contrast my experiences with others.

Chip
Wireless (again!) in Seattle
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