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: Michael Madden who wrote (2590)	4/25/1998 10:21:00 PM
From: Joe C.	Respond to of 16960

Michael, Good analysis! One thing that I've wrestled with is how Banshee will be positioned. Assuming they could deliver whatever they wanted in terms of performance, what would it do? You mentioned: <<TDFX will sink if Banshee isn't as powerful as a Matrox Millenium II and the Voodoo II combined. Banshee only has to be a good performer, not an excellent performer. The reason, once again, is Voodoo's content advantage.>> My initial reaction to the question was that it would not be to their benefit to deliver Voodoo II quality or greater because the boards would compete with each other. However, after some thought, I think that is exactly what they should do. I am assuming that the combined 2D/3D card would be a little more expensive or would have slightly fewer features. Most people who already have a 2D/3D card would probably opt to go for the cheaper add-in with the better features than replacing their current 2D/3D card. However, from a new PC view, it would make more sense to buy the OEM's PC with the Banshee board already installed than to get some other competitor's board and upgrade with a 3D accelarator. Assuming I am correct, this puts TDFX in a super strong position until this time next year. How does this sound to you technology guys? Anyway, I was a little concerned about Banshee because people were saying that it would require two chips and would thus cost more. However, voodooextreme quotes the company saying that the Banshee will also be only one chip. This was great news to me and I am anxious to see it it unveiled. Joe C.