Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Linov who wrote (7031)	9/10/1998 12:25:00 AM
From: joel3	Read Replies (1) \| Respond to of 16960

Banshee was specifically designed for the OEM market. 3DFX has probably put all of its efforts into signing on the box makers. The box makers will not announce deals until cards are available in quantity (as previously stated). Banshee+V2 or Banshee-SLI does not make any sense from 3DFX standpoint. Why compete with V2-SLI sales? Why compete with Rampage sales? Banshee gets 3DFX into the OEM markets. It should greatly increase their total penetration into the video card market and therefore greatly increase the usefulness of GLIDE. Just my $.02 Joel

To: Michael Linov who wrote (7031)	9/10/1998 9:29:00 PM
From: Pierre-X	Read Replies (2) \| Respond to of 16960

Michael, I respectfully disagree with a few of your points. I think OEM will have some OEM wins, probably all they can produce. No. TSMC has quite a bit of capacity, certainly more than 3dfx is likely to challenge in the near future. While 3dfx's reputation in the 3D world is second to none, the banshee is their first real attempt at a 2D-3D card. No. Was the Rush was a "fake" attempt? Without a track record in the area, OEM's would be foolish to give a contract to an unproven design, by a company new to the field. No. RIVA 128. Once the design is proven, 3dfx will have no trouble selling Banshee Can you define the criteria to met for a design to be "proven"? Note that many of the OEM's are still buying yesterday's chipsets, not products from the current generation. No. That's because of falling PC ASPs, not because OEMs exhibit "component inertia". Your comments?