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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (4617)6/24/1998 1:58:00 AM
From: Pierre-X  Read Replies (2) of 16960
 
Re: V2 pricing; V3; games in the pipeline; V/B SLI; Mobile V/B

Mr. Anderson said:
Voodoo2 price cuts should spark more buyers for V2 boards. I'm hopeful TDFX and the board makers will start a campaign to get existing V2 owners to upgrade to SLI setups.

I also would like to see this happen pronto. During my daily prowling of retail vistas, I see customers inspect V2 boards, then decide against buying due to the $230+ price of admission. However, due to the wave of new boardmakers just now embarking on the V2 boat, I'm skeptical of prices falling in the near future. Although one might think that the increased competition between the various V2 boards would spark some price movement, the newcomers want their day in the sun and will be reluctant to cut quickly.

Mr. Anderson said:
Voodoo3 rumors will start appearing.

I agree, the lack of any company word about the product roadmap is disturbing.

Mr. Anderson said:
"Half-Life" from Valve Software will be released and be a _huge_ hit! As will "Sin", "Daikatana", and (eventually) "Duke Nukem Forever."

Yes, we need these games in release while V2 is top dog.

Mr. Anderson said:
(Hopefully) Some boardmaker will figure out a way to offer Banshee's 2D capabilities with SLI Voodoo2's 3D capabilities on a single board and offer the "Ultimate 'Doo"

This would be nice but grasping at straws IMHO. The official word is no SLI on V/B, as you well know.

Mr. Anderson said:
(Hopefully) Someone figures out how to get Banshee cool enough to fit in a laptop.

Will not happen. The mobile video processor industry is currently almost completely dominated by three firms (CRUS, NMGC, TRID) who make specialized product for it. Notebook users aren't gamers in any case.
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