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

To: Chip Anderson who wrote (7010)	9/9/1998 1:25:00 PM
From: Jeff Lins	Respond to of 16960

Well I am sure glad that the tide is turning (a bit) on TNT. I think we have seen the apex of nVidia hype, and that it is downhill from here. As TNT hype decreases, I think we will see Banshee's hype increase. As SKI said, all of the ATI wins were probably sealed months ago, when there was no final silicon for any of the next-gen chips. Hey SKI, as JPA said, It's scary being at the top! Lookout, brotha! AS for Banshee not announceing OEM wins, I think we all know that that is due to the OEMs. How would this sound for a car salesman: " Yes, sir, this Jeep is top-o-the-line! Power everything, torque remodulation, paint scheme borrowed from NASA- you know they are actually using one of these babies on their next drive around Mars! 6 wheel drive suspension- it's won awards from everybody. And it is faaaaast! Yes sir!...But you should see next years model! Whooeee! Ain't nothing like it you've ever seen! Just awesome. And they will be coming out next week!" This is not how you make a sale TODAY. And boxmakers want to sell you today! Naturally they won't announce until they have plenty of the new parts to satisfy demand without backlog, and until they have depleted old product and satisfied any contracts. Or, until they feel that the extra cost is necessary. Hey, they don't announce great new upgrades, and neither do their competitors. Everybody wins by selling cheap old parts as long as possible. BTW, I used to work in sales (no, not cars, silly) and I used to love being last. By this I mean I loved being the last product they had to evaluate. They would see the rest, then come to me and buy the best! The hype is dying for TNT, and that is BEFORE THEY EVEN SHIP! This is crucial. And Banshee will jsut be getting its best publicity, right as it is shipping. Banshee taking so long may not be the worst thing in the world. Pierre: i have certainly noticed CREAFs products moving up the charts. And have gone quite long on CREAF as I believe they will thrash the estimates for the next two quarters. As for what it measures (shopping.com) I don't really know. But the key is that regardless of what it measures, it is certainly a good relative indicator. And as such surely shows an increase in CREAF products.

To: Chip Anderson who wrote (7010)	9/9/1998 1:36:00 PM
From: Patrick Grinsell	Respond to of 16960

JPA has never taken 3dfx seriously. If you go through their past editorials you will see a pattern of either making fun of, or ignoring 3dfx. In addition, they somehow feel the need to love losers like 3dlabs. 3dlabs is in an even smaller niche than 3dfx. Go figure. Pat

To: Chip Anderson who wrote (7010)	9/9/1998 1:39:00 PM
From: Patrick Grinsell	Respond to of 16960

Here's a little independent verification on the SLI discounting I posted earlier: www.sharkyextreme.com If you want to get the max in terms of performance then the Voodoo2 in SLI is the way to go- if you've got the cash to splash that is. Even so the price of the Voodoo2 is really coming down to around $159. And with that in mind some Voodoo2 vendors that I've spoken to recently have said that by Xmas they will most likely try doing an SLI bundle for a competitive price. Somewhere below $300, which should go down a treat. Pat

To: Chip Anderson who wrote (7010)	9/9/1998 1:59:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

Already did that. Emailed JPA and cc'd 3Dfx. I do that with most of my rants (although I clean them up some ;) Does 3Dfx ever follow up on the emails you CC them? My point was, it is one thing for us to grill JPA, and it is a whole other thing when Ballard gets on their case. The few times that I've talked with 3Dfx, I've been amazed of how little they know of various press releases that concern them (both pro and con). Like it or not this is how most people get their info (and not out of 3Dfx sales force). So 3Dfx should be adamant when there is a serious omission or false news about them. Obviously some sources are more credible than others and I am not suggesting that 3Dfx bullies everyone who takes an issue with them. But the JPA article qualifies as one that they should take an issue with. Is 3Dfx going to do any thing about the FUD and "oversight" battles that are being waged against them or are they just going to bend over and take it as it comes. Sun "not amused by 3Dfx PR" Tzu