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

To: Hal Rubel who wrote (4913)	6/30/1998 1:28:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 16960

Let me cite something you just said: The only cloud on the horizon is possible overstocking by the major retailers. Then you said: ...half of all the cards facing the customers are Monster 12's.

To: Hal Rubel who wrote (4913)	6/30/1998 3:05:00 PM
From: Anaxagoras	Respond to of 16960

I enjoyed your post. If you get a chance, I wonder if you might address a gentle question. Banshee -To go AGP2 and 25 micron soon. I do believe that OEMs are going to find it difficult to adopt Banshee without AGP2, regardless of the merits/deficiencies/neutralities vis-a-vis bandwidth concerns. As others have pointed out, it's simply a marketing thang. So, what's at stake in your (and others) opinion if OEMs simply wait until Banshee2 (in the Fall, perhaps) to negotiate deals with TDFX? Thanks for any input. Anaxagoras