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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Patrick Grinsell who wrote (13530)	6/28/1999 7:14:00 PM
From: Yeagher	Read Replies (1) \| Respond to of 16960

"WTF? Who told you I worked for Real3d? If you want to know more about me check out my bio at tigerinvestor.com. I haven't worked for, or done consulting for, any graphics company in the industry." Well gee Pat, from your own mouth :) "Well I knew it was coming but last week it became pretty damn official. The majority of the company was laid off last week. Real 3D will no longer be making 3D accelerators and from what I hear, the skeleton crew that remains (about 60 people) will be working on set top box type devices as well as suing anyone that looks at them funny (f''ing lawyers!) . I'm saddened to say the "Cobra" chip will never see the light of day. That's pretty disheartening since I spent a good 8 months of my life working on it. Luckily several companies (3dfx, S3, ATI, etc) have swooped in to grab some of Real 3D's talented people. Bid high boys, these are good people (check out my resume too damnit!)." I'm only responding to this because I got the same impression as Timbur (right Timbur?). There has obviously been a miscommunication here.

To: Patrick Grinsell who wrote (13530)	6/28/1999 8:56:00 PM
From: Joe C.	Read Replies (1) \| Respond to of 16960

I'm still in shock over the V2 capturing 4th - how sweet. Their branding campaign (I think that awesome looking box alone sells a whole bunch of cards) is probably paying off. I'm wondering why TDFX doesn't look into billboards - imagine the reaction to the woman with the eyes looking down on you on your morning commute. Being able to sell those chips (cost = $0) has to help the bottom line. I'm trying not to get too excited but it would seem business is good. I'm kinda wondering if its' not a typo though - maybe they meant the 2000 AGP. No short volume, no long volume, we're kinda drifting at sea right now. Some good earnings this quarter may give us quite a push. By the way, their late on that third top 5 OEM. Would ne nice to see an announcement soon. Joe C.

To: Patrick Grinsell who wrote (13530)	6/28/1999 9:35:00 PM
From: Curbstone	Read Replies (2) \| Respond to of 16960

Patrick, (and thread) A couple of months back I tentatively inquired about the possibility of TDFX using Rambus memory in upcoming boards. My questions were met with a rather quick and negative reaction from a couple of regulars. (Nothing I couldn't handle) But apparently the Rambus/Graphics connection is one step closer to becoming a reality. I apologise for the unreferenced nature of what follows, I am working on getting sources. PixelFusion will be selling chips and licensing silicon IP designs to board and system designers worldwide. These OEM partners will integrate Rambus DRAM (RDRAM(R)) in configurations that support up to 1 gigabyte of memory, in accordance with the AGP Pro specification from Intel. Most major Windows NT workstation manufacturers are expected to adopt this system architecture before the end of 1999. According to Matt Allard, IHV Program Manager at Intel Workstation Products Group, "The integration of PixelFusion's FUZION 150 with Rambus technology leverages the power and flexibility of the AGP Pro specification. AGP Pro is designed for high performance and the PixelFusion-Rambus solution delivers just that. This is an exciting breakthrough for Intel Architecture-based workstations." What, if anything, does this mean to TDFX? Aloha, Mike

To: Patrick Grinsell who wrote (13530)	6/29/1999 1:12:00 PM
From: timbur	Read Replies (2) \| Respond to of 16960

I asked: Hasn't Creative already bought those, so any sales they make will not help 3dfx? Pat replied: Like I said, 3dfx hasn't made Voodoo2 chips in over 6 months. They had so many they had to take a write-off, remember? Yeah, I remember. Just was curious if the Creative V2's for $49 are past receivables from a 3dfx standpoint. Went to Creative's website last night and couldn't find them on sale for that price though I didn't look too hard. My question: I'm curious about a couple things: Do they request a look at your interview before you publish it? Pat's response: No. As a courtesy, I'm letting Scott go over the full transcription. It's in my best interest to do so in case there were any typos in the transcription. Also, if I misquote Scott I think my chances of a follow-up interview would be nill. That seems like good professional courtesy. I'll comment on the Real3d stuff separately.