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

To: jttmab who wrote (4790)	6/27/1998 4:47:00 PM
From: Pierre-X	Respond to of 16960

Re: "turn heads" feature Glad to have you back, hope you enjoyed your sortie into the real world. <g> From what I've seen discussed in the newsgroups and looking at the specs the most likely candidate for what 3DFX might have been talking about is the ROPS functionality ... but I had the impression 3DFX already publicly discussed this feature of the card ... so I am somewhat baffled. I agree Q3 is looking like a difficult time. 3DFX may have been comfortable in early June but the fit can hit the shan REAL fast in the tech world. As you well know. Case study: Western Digital -- two massive downward guidance announcements in a 3 week period, which incredibly turned out to be insufficient. I know, I was there, I was long the stock. <painful G> On the plus side, a little quick research shows most consumer Dell, Micron, and Gateway systems use RIVA128 as the base video. If nVIDIA was public I would short it -- i740 is going to destroy RIVA. There's certainly a possibility that V/B can get a toehold in one of those OEMs, which creates a tremendous possibility of a hypergrowth tornado if the other OEMs "keep up with the Joneses" so to speak. 3DFX has hinted several times about strong OEM interest in V/B ... of course they always cover their butts with qualifying remarks so I'm forced to restrain optimism on that front. Anybody who thinks that 2XAGP is NOT important hasn't looked at a computer ad in a while. Still, winning the benchmarks forgives a lot of small transgressions. OEMs do love to show off benchmark comparison charts. -off topic- any opinion on HAUP?