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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (9971)1/4/1999 2:31:00 AM
From: Obewon  Read Replies (2) of 16960
 
<<Obewon, please explain to me how ATI is able to be a success given your suppositions about 3dfx>>

ATI has excelled at giving the OEMs what they want when they want it in the quantities desired for a low price.

As much as we can say now that Voodoo3 will be successful, it doesn't mean anything if 3Dfx can't deliver want the OEMs want. Already the industry is grumbling about the lack of 32bit color and z-buffering. Remember when Banshee was anounced, everyone on the thread thought it was going to blow all the other OEM cards out of the water even without AGPx2? WE know that AGPx2 was an Intel gimic but the OEMs DIDN'T CARE! Banshee has done well but it wasn't the blockbuster success everyone invisioned. Now we are hearing that 3Dfx was limited in the number of Banshee chips it (or its contracted fabs) could supply. This is the SECOND case of 3Dfx not being able to meet demand JUST THIS YEAR (Voodoo2 being the first)! If YOU were the OEM decision-maker and you knew that 3Dfx hasn't been able to meet initial demands for its products, how confident would you be in choosing them as your supplier. (Hopefully, the STB merger will correct this.)

Please don't get me wrong. I support the company and its technology (otherwise I wouldn't be here or invested in the company). However, I recognize that large hurdles that the company must jump over to reach ATI's level of success.

OB

Clarification of earlier remarks: For the record, I was passing along a "rumor" I read in print (ZDNet I think) when I said that "TNT2 will almost certainly be implementing some form of geometry acceleration". I don't work in the industry and have no firsthand knowledge of it.
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