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

To: Frank Sheridan who wrote (4358)	6/18/1998 11:33:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 16960

Re: i740 -- how good is it? Excellent question. I'm going to go out and buy one right now. I'll let you know what I find. Meanwhile, can you see if you can dig up any 740 vs. V2 vs. RIVA articles around the various 3D game/fan sites? PX

To: Frank Sheridan who wrote (4358)	6/18/1998 11:41:00 PM
From: Joe C.	Read Replies (1) \| Respond to of 16960

Did anyone notice the big blocks (95,000 and 48,300 both at the ask of 16) after the market close? quote.com Question: How many Voodoo2 cards can you buy with $2,300,000? Answer: As many as you want :)

To: Frank Sheridan who wrote (4358)	6/19/1998 12:08:00 AM
From: Chip Anderson	Respond to of 16960

OK, I'm back from dealing with reality - back to the financial version of "Unreal" ;-) 1.) THANK GOD FOR THE PRESS RELEASE!!!! Screw the wording, it was a wonderful thing to behold. Conclusion: THERE IS _NO_ HIDDEN MONSTER OUT THERE. 2.) OTOH, the MONT analyst must have asked around about OEM deals for Banshee and found none - not a good short term sign. 3.) Where to buy? Hard to say, a look at the chart shows that TDFX was briefly in a 14 - 16 trading range a l-o-n-g time ago - may not be that relevant now. BTW, there's no historic support levels below 14 for this fairly young company. 4.) I've told myself twice now that I'd never buy any more TDFX. If the stock goes below 14, I'll probably break my promise again. However, it will only be after the price stablizes for at least one day! 5.) I took a l-o-n-g hard look at the i740 at several booths at E3. Very unimpressed. The framerate was just barely acceptable for Incoming and Forsaken at 800x600. Image quality was fine, not spectacular. Even some of the Intel people were downplaying it. From a technology perspective, I'm confident it poses no threat... 6.) ...However, E3 also proved to me that in the long term, Intel is _very_ serious about the 3D graphics market. It was a prime focus of their E3 marketting message. I strongly suspect Intel views the i740 as a learning process - the threat to TDFX comes from whatever Intel creates next (I'm guessing a timeframe of mid next year). But by then, TDFX _should_ have raised the ante with Voodoo3(?). 7.) Re: Intel putting graphics on the motherboard. I don't have any special info about that. 8.) Re: PX - If he is short (and I'm not so sure), he's one of the least obnoxious I've seen in quite a while. Compare and contrast to the monkeys on the Yahoo board for some perspective. Chip coolhistory.com