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

To: Chip Anderson who wrote (8532)	10/21/1998 2:00:00 PM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

Chip, I put a little more weight on Banshee than you do. High-end Rampage type products appeal to gamers only and just maintains our current market share. I think 3dfx will live or die on the basis of whether they can sell to the average consumer in terms of OEMs. As a gamer, I look forward to Rampage. As an investor I believe Banshee and its follow-on brethren are of greater importance. I continue to believe that with such high operating expenses 3dfx needs to enter new markets to maintain profitability. If not OEMs, then what? Pat

To: Chip Anderson who wrote (8532)	10/21/1998 2:05:00 PM
From: Patrick Grinsell	Respond to of 16960

I got it! there will be a follow-on to banshee (as yet unnamed), and this will be an agp part, available for demoing for fall comdex, and shipping late 1q99-early 2q99. it will also have some additional features and reduced cost of manufacture (better amrgins). boards.fool.com Man, I knew I wasn't imagining things. Pat P.S. I will be out for a week, deer hunting. Last post for a while.

To: Chip Anderson who wrote (8532)	10/21/1998 2:06:00 PM
From: Eric Howard	Read Replies (1) \| Respond to of 16960

Chip, If there are no significant OEM wins for Banshee then I want to understand why before I stay in this stock. We have been repeatedly told by Ballard over the past four months that there would be significant OEM wins, in fact he said they were being careful not to have too many so they could support them properly. If this picture has changed I want to know why Banshee's OEM prospects vanished and what they are doing to ensure that it does not happen again. Without a strong OEM presence 3DFX will stay a cyclical. Voodoo and Voodoo2 were great consumer parts in part because the standard graphics cards were crap at doing 3D. If the new OEM cards of choice are TNT and the new RAGE then the next great consumer part from 3DFX is going to have to be that much better in order to get consumers to upgrade. It will not be as easy the second time around. Without getting a foothold in the OEM market and quickly expanding our presence there 3DFX will never become a growth stock. Given what Ballard has said during the past two conference calls and what I have seen transpire since then I am not willing to blindly take his statement that 1999 will be the year of 3DFX. Why will it be?? If 3dfx cannot give me this information or the people on this board can not answer this then I will stop being a 3DFX investor and instead go back to just being a 3DFX consumer.