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Technology Stocks : 3DFX
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To: William T. Katz who wrote (5973)8/3/1998 4:56:00 PM
From: Sun Tzu  Read Replies (2) of 16960
 
Ok, last post for the day. William, you said:

Why should the card makers announce Banshee cards that won't be shipping for at least a month? So their most-excellent V2 boards take a hit in sales?

V2 and Banshee are in totally different markets. I'd buy a VB if I'm buying a new computer or need very fast 2D graphics. If I already have a graphics card (and I'm happy with its 2D performance) then I'd just buy a V2. What would I gain by buying a VB instead? If anything, you should wonder given the inherent competition between V2 and TNT (given their similar specs) why would the card maker pre-announce that? TNT is much more likely to steal sales from V2 than Banshee is. Could it be that all that false advertising behind TNT has meant that there is now more pent up demand for it than for Banshee? Credibility means little when people have very short term memories (just look at your nearest elected official for proof).

I don't consider Intel a threat. Semiconductor industry constantly cycles between complex and integrated chip designs and simple and specialized ones. It will never settle in one end or the other. There was an article on CREAF today dailynews.yahoo.com re. sound cards which is a mirror image of what some have said about 3D chips (and will continue to say).

I'm still looking for speculations (it is only speculation) as to why a card maker may prefer someone over 3Dfx.

Sun Tzu
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