Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: stribe30 who wrote (25803)	1/18/2001 11:19:47 PM
From: fyodor_	Respond to of 275872

Scott: They may be overpriced.. but they are the undisputed dominant video card company right now. Plus they have a decent crack at getting into the chipset biz. Personally, I do think they are overvalued at their present fundamentals + future outlook (next couple of years, max). However, I could imagine a scenario where a couple of years from now, they dominate the integrated chipset biz and have grown the graphics unit sales several hundred percent. I don't think it's likely, but I don't see it as completely impossible. Just as likely in my book, however, is that they overreach themselves; the integrated chipset never really makes it out in mass production, XBox bombs and some new (or old) graphics company comes along and steals half of NVIDIA's graphics sales (same "couple of years" time frame as before). -fyo

To: stribe30 who wrote (25803)	1/18/2001 11:37:23 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 275872

Is the 16 MB Voodoo3-2000 a good card? How does it stack up against the MX? 2D vs 3D? Jim

To: stribe30 who wrote (25803)	1/18/2001 11:50:44 PM
From: jamok99	Read Replies (1) \| Respond to of 275872

stribe, I was in a similar position as I was running a TNT1 and a Voodoo 2 with a p2400, and upgraded to a GeForce MX 32 and was very pleasantly surprised by the framerate increase and better details. I then tried a GeForce GTS Pro with 64 MB DDR and didn't get much better results than with the GeForce MX - but some research and Tom's and Anandtech showed that with slower processors, you wouldn't see much difference at higher or lower resolutions on relatively low-end processors such as ours. But with faster processors, the GeForce 2 MX lack of memory bandwith becomes clearly a constraint above 1024x768 resolutions, and/or when going to 32 bit color depths. Still, the GeForce 2 mx seems to be a hell of a card for the money, and beats ATI's and 3dfx's (RIP) offerings to hell most of the time. I used to own some NVDA, and bought about 200 shares a couple of weeks ago when it was about 30. Wish I'd bought a boatload more at those prices. NVDA corp. is a class act - excellent execution and keeping the technology lead in a very competitive space with very short product cycles seem to be something they've really mastered - wish AMD would take a page from their book.