3DFX Message Board - Msg: 5694280

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Technology Stocks : 3DFX

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To: AJ Berger who wrote (6959)	9/8/1998 2:36:00 PM
From: Andrew Fenic	Read Replies (2) of 16960

AJ, I am somewhat diversified. My largest holding is 3DFX, however. I see no other stock that has been treated more unfairly by Wall Street. Banshee looks like a big winner despite the cynicism; 3DFX badly needed a low end part to compete with G200 and I740. In Banshee, they are price competitive and they crush those popular chipsets performance-wise. I am very glad 3DFX did their research and determined that a low cost / adequate performance part was the wave of the immediate future. If they had produced a higher cost Voodoo2 killer 2d/3d combo I think it would have failed as no OEM would adopt it (see Riva TNT). And for the millions who do buy I740 and G200 chips with their low 3D performance, the 3D only Voodoo2 remains a compelling product. Looking at the current marketplace dynamics, I think the big loser will be TNT. They are stuck between a rock and a hard place; an expensive 2d/3d combo board that will not appeal to the OEM market and high end performance that doesn't come near Voodoo2 SLI. Add the fact that Riva TNT doesn't support Glide, the predominant high end 3D gaming API, and you have a part with a highy questionable future.

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