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Technology Stocks : 3DFX
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To: JR who wrote (4890)6/30/1998 2:47:00 AM
From: Andrew Fenic  Read Replies (1) of 16960
 
Early numbers are starting to roll in on the Riva TNT and they are not very pretty. It seems the long standing prediction that Nvidia would come in way under their published performance statistics is holding true.

This is extremely relevant to 3DFX investors as Riva TNT has been heralded as a "Voodoo2 killer". If Nvidia can't improve their numbers, Riva TNT may not even be an effective competitor let alone any form of killer; they certainly won't take away the high end market from 3DFX unless dramatic improvements can be made. It is possible in fact that Banshee will outperform Riva TNT on a suite of tests that is heavy on Quake 2 type games. ... anyone thinking of shorting Nvidia's IPO if/when it happens?! ... I will in heartbeat if it has the usual first day runup.

As for Matrox, G200 performance is no longer a mystery. It comes in well below a single Voodoo2 and most likely will be well below Banshee. Matrox will not be taking away the high end market from 3DFX.
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