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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Doug M. who wrote (64789)	9/15/1998 2:09:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 186894

Personally, I think their problem is similar to Intel's, basically the demand for more 3D performance is under pressure. Also, I think they are too focused on retail market but OEM suffers. i740 and others are dividing that piece of the market. They have a high book value and lots of cash, but if they do not generate sales, it could be ugly. Tim Just my 0.02$

To: Doug M. who wrote (64789)	9/15/1998 5:24:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Doug - Re: "Do you think Intel's advancements in this segment could be hurting companies such as 3Dfx that much?" Of course. A 3dFX Voodoo or Voodoo 2 solution requires TWO graphics boards - a standard PCI 2D graphics card/Windows accelerator and a separate VooDoo accelerator card which itself runs close to $200. Intel i740-based 2D/3D boards run from $69 to $139 and are a single-card solution, running off the AGP port. The i740 solution provides excellent quality and 90%+ of the performance of VooDoo cards for critical 3D features, and 100% for non-critical features. The economic solution for most buyers is the i740, when faced with a choice. Of course, dedicated high-end gamers will still go for the VooDoo 2 solution where performance is everything. As you note, Portola and Coloma are coming down the Intel Turnpike, along with Whitney. Paul