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Technology Stocks : 3DFX

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To: AJ Berger who wrote (6980)9/8/1998 11:09:00 PM
From: Simon Cardinale  Read Replies (2) of 16960
 
AJ: Banshee has already been picked up.

<<OEM's are lining up their suppliers NOW for the Xmas season, and if Banchee does not get picked up this month, it probably never will.>>

It's been picked up, just not announced. The STB conference call said that one of the major OEMs had already picked STB's Banshee and the other two were looking seriously. The CC also said Compaq was going with an STB card, but they didn't say which.

I add this up to yield: Compaq will offer Banshee as the default graphics card in a home/multimedia offering targeted at the Christmas consumer.

OEMs are waiting until the last minute with their announcements because they want to be sure they can get what they want: a reliable product in large quantities.

Simon
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