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

To: Peter S. who wrote (1078)	12/6/1997 3:18:00 PM
From: Burlitis	Read Replies (1) \| Respond to of 16960

Peter, you are such a gentleman<G>, you don't own the stock anymore but you visit the board and answer peoples questions. Thanks very much for your input. i sure hope you come back on board, we need more Voodoo users and gamers!!!!. I downloaded the new patch for Myth and am going to finish it soon. Great Game!!!. Quake 2 will be released next Tuesday, looks like we will be selling more Voodoo cards. The Demo was stunning, can't wait for the game. TDFX is getting lots of posts in Usenet on the stocks group,1 interesting post was from a retired specialist on this past weeks action. He was implying the MM's new of the news, shook the tree and accumlated shares. I own 2 other companys that this has happened to me, that's why i don't set stops. Anyways, Usenet is huge, millions read it and it looks like Monday we are going to have some new company. Good luck everybody, and Go TDFX!!!!. Alex

To: Peter S. who wrote (1078)	12/8/1997 9:28:00 AM
From: Doug Fowler	Read Replies (1) \| Respond to of 16960

Peter: Thanks for the answers. What size market potential do you see for 3Dfx? And what other areas could they branch into that wpuld leverage their expertise here? Doug

To: Peter S. who wrote (1078)	12/10/1997 12:36:00 AM
From: William T. Katz	Read Replies (1) \| Respond to of 16960

I've been tracking 3dfx for a while .. had contemplated getting in after Sega crash :( Anyway, I have programmed graphics software professionally, more for specialized OpenGL/high-end applications. The news on 3dfx looks great, but my original hesitation in buying in may still hold. What about non-chip specific software development, e.g. OpenGL or Direct3D? Do you see the majority of games or the creme de la creme tailoring themselves specifically for Voodoo2 features? There is the constant problem of balance between software development costs, hardware-specific acceleration, market size, and graphics quality. There seem to be a number of chips coming out which may challenge 3dfx in terms of raw firepower. Riva-128 is pretty good now and I imagine nVidia and 3D Labs will have some pretty nice follow-up chips. So the million $$ question is whether you see enough of the high-volume games tailoring themselves to 3dfx chips and whether the difference between Voodoo 2 and Riva-128 is worth the extra $$ cost? In a recent interview, I read that about 60% of the 3dfx-specific games would be revamped for Voodoo 2 features. Anyone know the current % of games which are 3dfx-specific? If 3dfx is just the chipset of choice for high-end gamers, it will eventually saturate its market space and growth tapers quickly. However, if 3dfx begins to appeal to the general public (occasional gamer) and is not much more costly than solutions like Riva-128, then the stock will really fly. I'm still making up my mind on whether 3dfx will be mainly high-end or whether they will move into general public spaces. Perhaps it all depends on the Banshee. Thanks for any thoughts, Bill