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Technology Stocks : 3DFX

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To: Matt Webster who wrote (4620)6/23/1998 4:33:00 PM
From: VincentTH  Read Replies (1) of 16960
 
Matt,

Re: Why doesn't/didn't TDFX take Voodoo2 as is and add the new 128-bit core, thus making Super Banshee?

I see 2 reasons for that:
1. TDFX wants to keep V2 as the ONLY platform with unmatched 3D performance (that is under SLI of course).
2. OEM are more interested in 2D than 3D. In addition, OEM are interested in low cost 2D with superior 2D performance. 3D is like "good-to-have, but not important" to OEM prospective customers. A Super Banshee would kill the V2 sales and scare off OEM, since it would put the Banshee cost out of OEM reach.

That said, I believe going for AGP-1x was a mistake. When people go out and buy a new PC, they would want state-of-the-art features.
I understand that AGP2x cannot satisfy the bandwidth required by 3D, but it almost requires an advanced customer to understand the rationale behind that.

I think Mike (Got2muchTime) hit it in the nail in his writeup on Banshee.
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