3DFX Message Board - Msg: 5947774

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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (7982)	10/7/1998 9:07:00 PM
From: Simon Cardinale	Read Replies (1) of 16960

Good work Sun. Here are my thoughts: It's not appropriate to say where we are in this [WHQL certification] process. I am also taking this as a no. I'm not sure what effect this will have on OEM deals. It's not something that they put in their little ads. WHQL was very important in the early days of Win95, but maybe Win95/98 is a mature enough product that they're willing to move away from this WHQL certification thing. Let's hope. We now have multiple design teams hard at work on future products and technologies. We will continue to pursue a strategy that provides the highest performing, most extreme products for the avid gamers and other products designed more for the mainstream. A 32 MB card is a possibility, as is inclusion of a geometry processor. They've already spilled the beans on geometry acceleration, and 32MB is an incremental thing. I feel confident counting on these in their next hard-core gamer retail offering. You can probably expect a first look [at the follow up to Banshee] near the beginning of the year with general availability in Q2. Is this the .25um Banshee, Banshee2, or what? I assume they mean the follow up OEM/Banshee family chip. [The PC gaming] market is probably a moving target that is larger than anyone fully realized. It certainly seems to be at least $200M annually. It is probably increasing at a significant rate. Their target market is bigger than the PC gaming market. They're also cutting into the console market. Anyone know how big this market is? The way things are going, owning a PC is pretty much mandatory if you've got kids and a little money. By buying a $100 3Dfx card you can match the performance of most consoles. We believe nVidia has implemented our patent in silicon. We are not claiming that we have a monopoly on having multiple TMU on a chip. This is what most of us expected. However it doesn't defuse the hope that their method for combining textures is so basic that other methods would be inefficient (run too hot and/or too slow) or expensive. -------------------- Good work with this interview, Sun. Overall nothing in their answers causes me to reevaluate my expectations for 3Dfx's (and TDFX's) future. I'm happy to have a few lawsuit and OEM facts nailed down. I hadn't realized how important the European market was. I'm still thinking about that. Simon

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