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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (10921)3/1/1999 8:58:00 AM
From: Michael G. Potter  Read Replies (1) of 16960
 
Here's a quote from a cnet article:

While the delay may impinge on consumers, it hurts graphics chip vendors even more, said Peter Glaskowsky, an analyst
at MicroDesign Resources. "There will be variants of their graphics chips that will take advantage of AGP 4X in the June
time frame but no systems," he said.

Put another way, "They will release CPUs on schedule, but the 4X AGP versions won't have any customers."

Graphic chip vendors are none too happy about the delay. With the delay of Camino, many vendors will likely still release
these parts in June, but sell them as AGP 2X solutions, said one executive at a graphics vendor. The problem with that
scenario is that AGP 4X parts were expected to sell at a premium. The delay, in other words, arbitrarily swept away a profit
opportunity.

You can see the rest at cnet.com

S3 was touting their AGPx4 as a big advantage. Looks like it isn't a factor until this fall.

Michael
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