3DFX Message Board - Msg: 6725085

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Technology Stocks : 3DFX

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To: Obewon who wrote (9396)	12/7/1998 1:46:00 PM
From: Michael G. Potter	Read Replies (1) of 16960

The problem is that Voodoo3 (Banshee2) is .25 and a very different chip than Banshee. TMSC only will have so much .35 production space available, and it doesn't make sense for them to set up more if .35 is going to fade (which, btw, is why I like the fact that 3Dfx is fabless - lots of temptation to keep using older technology to avoid extra cost but you end up losing market share). 3Dfx has indicated that more OEM's are coming. I'm glad that they're being careful with not overdoing it. I'd rather have a very happy Gateway and a good reputation (= long-term sales)than several unhappy OEM's (which would mean a good Q4 and then terrible quarters afterwards as OEM's switch due to poor service). Michael

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