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

To: Marc who wrote (8314)	10/16/1998 12:43:00 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

i have to agree with you 100%, and was wondering if i could keep the << And if you are a dumb jack ass who can't tell a balance sheet from a lettuce leaf...>> for future use. By all means, keep the quote. For some reason I've been feeling "graphic" today and have had a few of these in conversations with people at work today. So there is a lot more where this one came from ;) ======= I just read a report on the graphics chip makers and it had tabulated some 40 odd companies of which I do remember half of. But Seeing how my beer has not materialized, I've lost incentive in entering such bet :D) I all fairness, Pat did send me a private email to comply with the bet, I just couldn't think of an easy way to collect. ======= Take a look at JPA's home page(http://www.jpa.com/ ). Is it me or are they really cheering 3Dfx on? May be I should put them on my regular visit sites. Regards, Sun Tzu

To: Marc who wrote (8314)	10/16/1998 12:57:00 AM
From: Obewon	Read Replies (2) \| Respond to of 16960

Let me first preface my remarks with saying I did not listen to the call but I've read the posts here and I must ask: "Where is the upside?" My synopsis of the comments is that 1) 3Dfx admitted that they screwed up by not monitoring the channel and retail sell through. They are spending more money now to ensure the problem is not repeated. 2) Banshee is selling much better than expected. This makes me wonder if we are not seeing overselling into the channel much like the Voodoo II in 2Q98. 3) No major OEM deals announced. (I'll believe it when I finally see them announced.) 4) Inventory writedown - good idea considering it is unlikely that the company can profitable add the additional texel unit to the Voodoo 1.5 chips. 5) Voodoo II sales going into 4Q98 - Christmas will help but it is the price reduction that will drive sales. Diamond cut their own throat but refusing to lower their prices inline with Creative and others. It will be interesting to see if Diamond will buy any 3Dfx chips in 4Q98, but I suspect that they will probably atleast triple their orders from last quarter now that they have drawn down inventory of high cost finished boards buildt in 2Q98. Making an estimate, I'd guess that Diamond will buy about $6-$7M in Voodoo II chips in 4Q98. 6) Nothing said about new nVidia lawsuit - not good! If 3Dfx thought they had a clear winner here, they would be going to court immediately and asking for injuctive relief to stop nVidia from selling the TnT. nVidia is their ONLY rival with performance that is even close. Winning the battle a year or two from now won't mean much if TNT sells well resulting in lost sales for 3Dfx and deteriorating sales and financials. 7) Nothing mentioned about new ad campaign. Are they nuts?!? This was a great opportunity to emphasize it and the affect it would have on sales. Are they having second thoughts now that many 3Dfx faithful seem to absolutely hate the orangatang (spelling?) and can't really understand the connection between a monkey (even a two-headed one)and a great graphics accelerator combo. Hell a pair of binoculars would be a better mascot. Just my take from other peoeple's info. :) OB

To: Marc who wrote (8314)	10/16/1998 3:45:00 AM
From: Sleeperz	Read Replies (1) \| Respond to of 16960

1) ATI Tech 2) Nvidia 3) Viewlogic 4) NeoMagic 5) SIII 6) Matrox 7) TDDDF - Three D Labs 8) REAL 3D 9) SGI 10) Intergraph 11) SIS 12) Number Nine 13) Micron-Rendition 14) National Semi/Cyrix 15) Trident 16) Chromatics 17) Intel-Chips and Tech 18) Cirrus Logic 19) SONY 20) Hitachi 21) Mitsubishi 22) Alliance Semi 23) Oak Technologies ATI Shares will be fine for me. CL >>>> <<They have reduced the number of their competitors from 30 something to 3 (i.e ATI, SIII, and nVid)>> I will give a couple share of ATI to anyone who can name me 15 without doing research, or maybe a beer like PAt was supposed to pay.<<<