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Technology Stocks : 3DFX
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To: Pierre-X who wrote (7064)9/11/1998 11:01:00 AM
From: JR  Read Replies (1) of 16960
 
P-X, How is it going.

" However I think TACTICALLY 3Dfx as a company would be better positioned today if they had not delayed Banshee in order to get the V2 out early. If Banshee had come out 6 months ago, 3Dfx would have this whole industry buttoned up TIGHT. If if if if. "

TDFX delayed Banshee because Intel was releasing the I740, The company played their cards right, We got V2 sales and Banshee didn't have to go against a 5 dollar Intel chip (Intel now calls dumping as inventory reduction)

Good Trading (if possible)

JR
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