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Technology Stocks : 3DFX

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To: Chip Anderson who wrote (12813)5/20/1999 12:51:00 PM
From: Eric Howard  Read Replies (1) of 16960
 
Chip,

Maybe you should go back and re-read the interview with John Carmack at Gamecenter. Here is one quote from it.

J.C. "The fastest graphics card today is the [RIVA} TNT2. I don't think anyone will even question that. You'd be hard pressed to find an ATI or 3dfx engineer who, if you really got them into a corner, wouldn't admit that"

gamecenter.com

Unless a hardcore gamer has a huge position in 3DFX, he will buy the TnT Ultra over the Voodoo3. There is evidence of this opinion all over the web. In another month or two magazine reviews will start to publish these same opinions and in general the more informed gamers will probably buy a TnT2. 3DFXs huge advertising campaign will help for a couple months, but if their new product does not show up by September I believe their retail dominance will start to fade.
It will be interesting to see the retail numbers in June for all the various card architectures.

Eric
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