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

To: Jay Fisk who wrote (5229)	7/11/1998 4:50:00 AM
From: Mike Boiko	Read Replies (2) \| Respond to of 16960

Savage3D gets even faster with latest drivers...Just when you thought Savage3D was at least slower in Quake II then V2, along comes the latest S3 drivers...oh well, looks like Diamond is going to have to slow down the Savage3D so as not to damage their "high-performance" 3D card sales. Hot games in the future will use DX6/OpenGL/large textures...Glide will slowly fade away. A little company in Redmond Wa will make sure of that. This is exactly why S3 worked with Microsoft in order to include their texture compression functionality in hardware. Read this... cyrellis.com -mike-

To: Jay Fisk who wrote (5229)	7/11/1998 8:16:00 AM
From: Robert Scott	Read Replies (2) \| Respond to of 16960

Just listened to the DIMD conference call and the future for TDFX is clearly in the PC OEM and Banshee space. Monster 3D is leveling off and so announcements are required in the PC OEM and Banshee space. DIMD seems like a good investment at these levels.

To: Jay Fisk who wrote (5229)	7/11/1998 11:31:00 AM
From: David Rosenthal	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. Jay, I agree that GLIDE differentiates TDFX in the consumer market. The OEM market will try to play it differently. RIVA 128-based cards did well in the OEM market. Why? Because it is a combo 2D/3D solution which had a good price/performance ratio. Remember all those articles in the PC magazines for Dell and Micron with great benchmarks in the last six months or so? Those articles sold boxes despite no Glide. Micron is showing you how the box makers would like to handle the market. They are using i740-based cards as their basic configuration. These cards don't support Glide but they are cheap and aren't terrible. If a customer insists on Glide or performance? Sell them an additional high margin Voodoo2. So what's likely to happen in the OEM market. The manufacturers will have to pay more for a Savage when released than an i740 but it will make for outstanding benchmarks. In fact any chip in the Savage price range that matches its benchmarks will compete for OEM contracts. What I am saying is that the price/performance of the Savage is the standard that Banshee will have to compete against. Dave