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

To: Michael Linov who wrote (5898)	7/30/1998 10:02:00 AM
From: Aldel	Respond to of 16960

Some new info from RS analyst that came out today... TDFX Management updated investors on the state of the business. The company has rolled-out its new Voodoo Banshee product for the higher volume mid-range PC markets. Banshee represents an important new step for the company outside of its core high-end gamer market, which 3Dfx dominates. Greg Ballard, 3Dfx CEO, discussed key benchmark numbers for Banshee, which show it leading the pack of competitors at the same price point. Initial contribution form Banshee is expected in the current September quarter with a stronger ramp in the December quarter. An enhanced version of Banshee with 2x AGP capability is expected to be in production in Q1:99 to drive growth in 1999. They maintain their Strong Buy recommendation... Aldel

To: Michael Linov who wrote (5898)	7/30/1998 12:04:00 PM
From: JR	Respond to of 16960

Michael, Alliance is the first to fall. << 5. Re: 3dfx making their own boards... It is my understanding (correct me if I'm wrong) that Quantum3D has been manufacturing (or at least designing and building) all of 3dfx reference boards. They have also sold some of the fastest 3dfx boards (Obisidian S12, X24, 100SB) many of which I own. Do you see the two companies co-operating even closer on a mass marketing/branding campaign? Last I heard, Quantum3D is a private company, whose management came from/worked for 3dfx during its startup.>> Quantum 3D was a spin off of 3DFX during the IPO. In the early days of real 3D graphics, 3DFX had to create there own boards via Quantum (targeted to arcade machines) and there own software via Interactive