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

To: Burlitis who wrote (1324)	1/22/1998 9:07:00 PM
From: Plaything	Respond to of 16960

All TDFX investors, try to listen to Diamond's conf call today, here's the SI post that has the tele number, Message 3235267 My summary of the call in relationship to TDFX; Even the analysts can't seem to hold back their anxious curiousty on TDFX based chip sales and backlog on the Diamond cards. Very telling!! The CEO also commented that they are estimating a 80% AGP penetration by 3rd qtr this year as compared to PCI ( card based, not motherboard based), which seems a little odd to me at least. I can't see how the existing PCI market will give way to AGP so quickly, unless compelling AGP based games or cards show up by the middle of the year that could drive that interest,and with Voodoo2 coming up I think PCI will still rule this year as far as 3D acceleration goes.(IMO) And speaking of Voodoo2 the Diamond CEO said that they believe that it (Voodoo2) will be a 1st qtr product inspite of some "minor slippage in the 3d chip production" (in almost those words!). Thats yet another upcoming plus for all TDFX investors! A very positive call indeed, a must listen for the TDFX curious investor, as well as for the Diamond invested!!