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

To: William T. Katz who wrote (1142)	12/16/1997 9:21:00 AM
From: Claude	Respond to of 16960

3DFX earns world wide honors for chip sets! See biz.yahoo.com Claude

To: William T. Katz who wrote (1142)	12/16/1997 8:20:00 PM
From: Gary Hoyer	Read Replies (1) \| Respond to of 16960

Excellent post Bill, here are some comments/predictions: - The upcoming Intel 3D chip is the i740, not i760. Predictions for 98: 1. Banshee ships and breaks all 2D benchmarks. 2. At least one motherboard OEM deal is announced when Banshee ships. I actually think these guys are lining up to get on the 3Dfx bandwagon and to be the first to have a 3Dfx chip on their MB. 3. A major PC vendor like Dell switches to a 3Dfx based offering for their most powerful systems. Dell in particular seems to show no loyalty to graphics card vendors, they generally put the best available on their best systems. I wouldn't be surprised to see a Millennium 2 / Voodoo 2 combination advertised next year. 4. A 3Dfx investor is a HAPPY investor. Gary.

To: William T. Katz who wrote (1142)	12/17/1997 11:23:00 PM
From: Pravin Kamdar	Read Replies (2) \| Respond to of 16960

Bill, re: What happens if the whole PC becomes nothing more than a CPU, a DVD/CD-ROM, a cheap removable high-speed drive, telephone/cable modem, and a 3dfx Banshee? You're on the right track, but a little behind on the level of integration that you will see in these types of systems. The MXi from Cyrix will only lack RAM and disk. I expect integrated 2D/3D graphics performance to be comparable to Banshee. In addition, DVD MPEG2 video and AC3 audio, 56K modem, memory controller, and just about everything else will be integrated with a greater than PentiumII performance processor for about $150. The MXI is scheduled for release in the second half of next year and will have massive fab capacity behind it. Pravin.