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Technology Stocks : 3DFX

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To: Obewon who wrote (11070)3/12/1999 12:07:00 PM
From: Scott Garee  Read Replies (1) of 16960
 
Regardless of the missing Q2 32 bit numbers TNT2 looks a lot better than I thought it would. Of course, it sounds like DIMD is clocking it to the gills, but it was definitely stable. Rage128 is definitely DOA, as is Savage4, they won't touch this card. Voodoo3 will lose some sales to it as well, but there's still Glide. As much wind as TNT2 can take out of V3 sales, twice as much will be blown back by TDFX announcing Rampage as a counter.

Important notes:

This will be at least as successful as TNT.

There are much cheaper V3's than TNT2's (at least so far.)
Entry and mid-range PC's still don't come with >8MB video memory , so I don't think the 32MB is significant to OEM's, except in the high-end, which aren't the sweet spot.

V3 will be available soon, almost without doubt. TNT2 is much less certain, though it looks to be close. Mid-April is a bit late for the spring refresh cycle.

DIMD is hiring QA people with Dell experience. Tell you anything?

The NVDA/TDFX battle is not over yet and definitely just got hotter.
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