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

To: Harold Engstrom who wrote (4821)	6/28/1998 8:22:00 PM
From: Andrew Fenic	Read Replies (3) \| Respond to of 16960

I just browsed through the latest Computer Shopper. I am starting to see why 3DFX has been sold off massively. Tons of new machines are advertised with the "Intel I740 3D Accelerator with revolutionary AGP 2X support". Some OEM's even have AGP 2X pasted in big letters on prominent parts of their ad. Others are already for sale with the "New AGP 2X Matrox G200". It is obvious to me that few OEM's if any will buy Banshee because they have no choice but to paste AGP 2X on their advertisement if they want to sell machines to the unwashed masses. Any Intel-endorsed feature sells machines and any machine without it is seriously hurting. This isn't fair and AGP 2X isn't technically necessary for Banshee's performance BUT marketing is extremely important. 3DFX really seems to have fumbled the ball here. They excluded a $.25 feature for "technical reasons" that will certainly cost them a few hundred OEM deals if not all of them. Totally brain dead; and worse yet Banshee is getting rotten press all over the place due to the omission. Why didn't they put in good enough 2D support, AGP 2X compatibility, and release the card 2 months sooner?! It would probably already be selling like crazy and OEM's would be in love w/ the card. Optimizing the crap out of 2D and then omitting AGP 2X seems really, really, really dumb with hindsight. I'm considering moving all my TDFX money into INTC. That's a company that really seems to be executing again. Nearly every advertisement is for Pentium II's; Cyrix hardly has a presence. And now OEM's are pumping I740's into every machine. How long before Intel effectively owns every component on every machine sold? Andy