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

To: Chip Anderson who wrote (3649)	6/2/1998 12:13:00 AM
From: Tae Spam Kim	Read Replies (1) \| Respond to of 16960

The simple fact is Voodoo2 is out NOW and is selling like hotcakes. Banshee will probably be a mass market solution with fast 2d and Voodoo2 level 3D, priced at around $150. If 3dfx can get a couple of OEMs aboard (Dell, Gateway) it should be huge earnings booster. I'm not expecting Voodoo3 with the Banshee, but more like Voodoo Rush without the problems. If 3dfx can get the OEMs aboard, they can add profits. And remember folks, it's PROFITS that count. Let's also remember, ANYONE can announce a great 2d/3d chip solution.. but let's wait to see if they can market it out on TIME and IN QUANTITY. Remember last year?? Oh no!, PowerVR2, Rendition V2200, and RIVA 128 weren't going to kill 3dfx. Besides Riva 128 (which did well through OEMS) 3dfx DESTROYED the competition. I predict that maybe for a few months starting in September or so, 3dfx will lose the 3d performance lead (not counting SLI) for a few months. But by then you could probably get the Banshee with Voodoo2 performance for under $150, and Voodoo2 will be priced to go for the 4th quarter to sell in HUGE volumes. While the competition tries to produce and sell in volume. Remember, Rendition V2000 series were great chips with great prices, but did they sell and beat 3dfx Voodoo1? Nope. And come November, if 3dfx follows last year's pattern, I predict they'll announce Voodoo3 technology available in early 1999 that will kick butt. The average consumer during Christmas, will ask for Voodoo2 EVEN IF they are better performing 3d solutions out there. Brand Name. Voodoo2 cards are being mass produced by almost EVERY MAJOR graphics card manufacturer (Diamond, STB, Creative Labs, and tons of smaller ones) 3dfx will still grab those profits and then have even more earnings when Voodoo3 comes out. Tae Kim oursquare.com

To: Chip Anderson who wrote (3649)	6/2/1998 12:21:00 AM
From: Jay Fisk	Respond to of 16960

Shopping on the 'web for a server, came up with this link for video card options / upgrades from Micron: micronadditions.com Page down, note the quantity of Diamond V2/8's in stock: 4856 ! Yikes ! Way more than any other card. Does TDFX have to sell directly to the OEM to consider it a "design win"? (The 12MB is spec order 20 days - buyers IMO continue to underestimate the sales potential of the higher end product, not just here, but CompUSA, BestBuy, Fry's, CCity, etc.) Sense another blowout quarter, at least 70 cents :-) Might be low ! Will check back to this link to see if the numbers change. Side note: Bought a Micron 233 last year, diagnosed bad Intel main board last week, sent it back at their request. UPS brought me a box today, looked new, inside a new 350 unit with 32mb more memory, original hard drive. Invoice indicated in-warrantee exchange for "equivilent value" - Nice surprise !