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Technology Stocks : 3DFX

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To: Paul A who wrote (4774)6/26/1998 10:35:00 PM
From: Don Westermeyer  Read Replies (2) of 16960
 
Paul,

FWIW - I think the Banshee will be reasonably successful also.

- Great 2D (top dog I think).

- Very good 3D - If it doesn't actually come in 'first' it will be a close 'second' I'm sure.

- Good price. Hope they pack a good game with the retail cards (I realize TDFX has no control over that).

- No x2 AGP. Big deal, the performance is still good. That may keep them out a few OEM deals, but I can't believe it is important - even from a marketing standpoint. At the retail level for this x-mas I'm sure that will have almost zero effect. Benchmarks, price, and game bundles will determine how the card does in this area.

- I'm sure the next chipset will probably support x2 AGP (along with other improvements of course). Hopefully that will come next spring. The current Banshee is obviously only intended for this year.

- Intel? They are a threat, but not the big monster people believe it is. Intel used to sell motherboards with built in sound and graphics. Those didn't sell all that well. I guess if they get serious about it bad things could happen, but I'd actually be surprised if Intel aggressively went after the 'low margin' graphics market. That is somewhat unlike them.

I plan on buying a Banshee product myself. I hope that it is all it is cracked up to be.

I'm sure everyone already knows all this stuff. I'm just venting after a very bad quarter for TDFX. Hopefully the next quarter will prove to be better for this miserable stock. Have a nice holiday next week.

:)
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