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

To: steve host who wrote (4344)	6/18/1998 9:33:00 PM
From: Pierre-X	Respond to of 16960

Re: MF analysis There are some errors in the MF analysis -- as usual. It has two parts to it: (a) discussion of averaging down and (b) a shill for TDFX (a) is a matter of opinion (b) contains grievous errors It said: ...many who are creating the great games of the next generation are using 3Dfx's proprietary Glide to do it. That advantage won't even be fully evident until Christmas of this year, when those games begin coming out. Which games are those? This may have been true LAST Christmas, but it's not clear it will be true going forward. Chip observed a migration to D3D at E3, and I believe that is actually what is happening. It said: Last I checked, Intel hadn't stolen the show from Creative Labs, ten years after that company came up with the standard for sound cards. Last I checked, Intel wasn't trying. Conversely, when they do try (modems, chipsets, NICs, motherboards) the competition gets creamed. It said: And I believe that 3Dfx is in the midst of creating a standard for 3D graphics. 3DFX tried to do exactly that. While subject to debate, my own conclusion is that they have failed. The whole article also completely misses the overseas markets, which I believe will make or break 3DFX in 98. God bless, PX