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Technology Stocks : 3DFX

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To: JR who wrote (4512)6/21/1998 3:14:00 PM
From: Chip Anderson  Read Replies (2) of 16960
 
Banshee should do well, but there are some chinks in the armor. Here are some thoughts:

The 2D performance is important and good news - it should improve the WinBench scores for the OEMs.

The lack of multi-texturing is expected.

The relatively quick upgrade to 2x AGP and .25u could be a big problem. Didn't 3Dfx just say the 2x AGP wouldn't make a difference in performance? So why do it? Seems like they are contradicting themselves...

The addon-card market may be problematic too. Why buy a Banshee addon card if a better one will be available in a couple of months? OTOH, the Banshee addon market has always been a mystery to me (just buy a Voodoo2).

TDFX needs to start discussing the Voodoo3 soon to combat any perception that they are abandoning the high-end.

The statements that "The investors are forcing us to do this card" are _VERY_ poor PR.

Chip
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