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

To: David Rosenthal who wrote (5228)	7/11/1998 2:38:00 AM
From: Jay Fisk	Read Replies (3) \| Respond to of 16960

Well Dave, it's obvious that you didn't listen to the conference call from yesterday with Diamond ! They're positioning Savage well below Banshee, calling the Savage "unique, NOT high-performance, but differentiable" That's a direct quote from the CEO. Really more to the point, THEIR point I may add, is that only the Banshee and Monster products have GLIDE, a major selling point in the realm of 3D from their perspective, both in the channel (retail) and OEM's, boxmakers and VAR's. The hot games now, future as well, demand Glide, they're responding to their market. Diamond is expectiing NO REVENUES until the 2nd half of 3Q from TNT, Banshee, or Savage, counting on continued strong sales from their Voodoo based Monster line of SKU's thru the back-to-school period thru Christmas. Open Tech question: is V2 PX and TX memory the same ? Diamond indicated severe price erosion in TX memory, keeping the 12Mb product margins higher than the 8Mb version of Voodoo.