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: Tunica Albuginea who wrote (7424)	9/18/1998 9:12:00 PM
From: Patrick Grinsell	Read Replies (3) \| Respond to of 16960

The interview is good... But all the best parts of what the company is doing is shadowed in stealth: 1) The multibillion market opportunity 2) Banshee II specs and release 3) Performance will stay #1 4) OEM deals are big enough to cause a concern about meeting demand 5) The new marketing ideas These are all great but as investors we have no factual data to analyze this stuff. I generally reserve faith for God and fact for investing. If indeed we have a multibillion dollar opportunity then by all means, spend away. I have no idea whether this is a crappy idea. Maybe their idea of a multibillion dollar opportunity is to create a Deer Hunting 3d video card. (Just went deer hunting today and didn't get anything. Saw a few does though.) I doubt this is the case but I feel very uncomfortable not having the ability to balance my own opinion on these things. I seem to be doing more of my 3dfx analysis in my prayers than on my spreadsheet lately. Pat

To: Tunica Albuginea who wrote (7424)	9/19/1998 12:09:00 AM
From: Ben Wu	Respond to of 16960

HAHA! Rather, it should be "3DFX and SONY plan Next-Gen Console" Has anyone heard anything about Sony's next generation system? Sony most likely will be internally developing their own 3D API and chipset for use in their "next-generation" console. There have been a couple of articles in EE times (don't remember the URLs, old articles though, maybe 2/3 months - you can just do a search on www.eet.com). Pretty must the gist of those articles was pretty much that in order to be sucessful you must own your own hardware and own API. And sony, being the conglomerate that it is, has the engineering and the resources to develop their own products internally. Sega and Nintendo do not have those resources and thus outsource their needs to NEC/Videologic and SGI respectively. Unless 3Dfx comes out with their own console (which might be a good idea since they have the hardware AND their own API and and the management experience (Ballard came from Capcom - a developer that develops almost exclusively for consoles)) Nintendo is the most likely to go with them for a "next-generation" unit. But of course, everything here is just speculation and it may turn out that Sony does go 3Dfx ( i doubt it though ).... -b "Now where the hell did my car money go!??!!?!?"