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

To: John Coltrane who wrote (2424)	4/23/1998 12:46:00 AM
From: roger caothien	Read Replies (1) \| Respond to of 16960

I am surprize none of you found this review. I think the market interpret this as big threat to Banshee. The intel's chipset howl like a wolf. Consider this is Intel 1st foray into 3D land, I would bail too after reading this. Conclusion "The Starfighter is a great entry into the 3D party from Real3D and Intel. It has quite good 2D quality/performance and good Voodoo1/Riva128 level 3D performance in a P2 system. I find the future of AGP to be quite exciting, as shown by the demos included with the card. The i740 chipset is a real contender, even though this review may seem somewhat lukewarm. I expect to see it integrated in system boards soon, and essentially every videocard manufacturer has jumped on the bandwagon to create cards based on the i740 with various value-added features. Hopefully prices will come down a bit and AGP really takes off quickly, because I for one don't want to wait! " You can read the full review on op3dfx.com

To: John Coltrane who wrote (2424)	4/23/1998 1:01:00 AM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

TDFX's "official" thoughts on today's drop. Required reading: boards.fool.com Here's the relevant excerpt: "Firstly, as others have already mentioned, there was the Intel demo of the i740 yesterday which apparently wooed investors enough to give them cause for concern over 3DFX. Secondly, there was the lockup expiration of approximately 3.5 million shares (which is mentioned in their recent SEC filing). Third, there has been some profit taking since the Q1 earnings report. And fourth, our favourite Oppenheimer analyst, Lenny Brecken, reiterated his "hold" rating on 3DFX" The post goes on to mention that the TDFX brass are in NYC meeting with Merrill Lynch for some unknown reason. Chip