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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (8005)10/8/1998 12:04:00 PM
From: David Rosenthal  Read Replies (2) of 16960
 
Chip,

Just a couple of comments:

the entire industry was predicting TNT would be out at the end of this year as a .25u 125Mhz part. nVidia cut corners and shipped TNT 4 months ahead of schedule by switching to 35u and 90Mhz at the last minute.

4.) Re: Shipping on time -

4a.) No one in the technology area _EVER_ ships "on time." Get used to it.

4b.) Average product life cycles are now much shorter than design cycles for the entire technology industry. Get used to it.

4c.) "On time" is defined by the press/web/street. 3Dfx's public statements always included lots of disclaimers which everyone immediately forgot.


TNT was released at the end of the summer. This was what Nvidia had stated when announcing the card in the Spring. It was one year after the release of the Riva128, also on time. The .35 decision could not have been a last minute decision though the final clock speed reduction to 90 was. The drivers were not quite ready but most problems were resolved within four weeks of release. I don't consider this a rush to market. The reality is that they could get away with the decreased performance (still a good part) but not a late delivery date and so they made the necessary decisions to deliver. I think this is execution as a company.

Everyone's forgotten about Banshee's 2D speed. This is what's critical for OEMs.

Banshee for the OEM business market? This has been a non-starter so far. What is there about the Banshee that would make it displace Matrox, ATI and Nvidia? 2D speeds are effectively the same and image quality is worse. AGP 1x and lack of WHQL will not help. Additionally, product branding backfires here because 3DFX has associated themselves mainly with games. If you remember: Amiga computers suffered from this stigma and were never able to break into the business market.

No bash, just feedback.:)

Dave
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