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

To: Pierre-X who wrote (4643)	6/24/1998 2:23:00 AM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

PX, Re: Notebooks - Business Presentation Graphics is a big deal these days. Lots of notebooks are carried by corporate sales forces (been there, done that!). When PowerPoint 4 came out several years ago and created a whole new look for sales presentations, it helped to boost demand for laptops tremendously. Today, PowerPoint presentations are looking kinda tired. Lots of people joking in the hallways about them (very Dilbert-esque). With every company dying for something that make their presentations stand out, this niche is ripe for more innovation. And while this may be grasping at straws (hey! I'm long TDFX aren't I? ;-), I believe that a 3D accelerated business graphics program will appear soon and significantly increase the demand for 3D accelerated laptops. The bigger issue is "Will this help TDFX any time soon?" You could be right that another company will move in and lock things up, but TDFX needs to find additional niches outside of gaming for their chips and this is a potentially big one. All IMHO of course, Chip

To: Pierre-X who wrote (4643)	6/24/1998 3:22:00 AM
From: Czechsinthemail	Read Replies (2) \| Respond to of 16960

Pierre, The arrival of many VooDoo2 boards may be the best of all possible worlds for TDFX. It may mean high levels of chip sales to the many manufacturers and increased price competition among them moving more boards out to the public >>> more chips sold. The Montgomery analyst may have jumped to a very wrong conclusion by assuming that one customer's orders would slow, resulting in an overall slowing of VooDoo2 chip sales. We may see another surprisingly strong quarter. Baird