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

To: Joe C. who wrote (8743)	11/2/1998 11:33:00 PM
From: Jay Fisk	Read Replies (1) \| Respond to of 16960

Looks like the bar on memory speed has been raised by the same guys that were the only supplier for Voodoo2 dram - Silicon Magic. Wonder if TDFX has any near-term requirements for such speedy parts ? biz.yahoo.com Silicon Magic Introduces SGRAM Product Line with 167 MHz Memory Chip Plans 200 MHz Memory Chip by Year End SANTA CLARA, Calif.--(BUSINESS WIRE)--Oct. 26, 1998--Silicon Magic today introduced the SM84L512K32 high-speed synchronous graphics DRAM. This product is organized in a 256K-word by 32-bit by 2-bank configuration, making it ideal for 3D graphics and games applications as well as high-speed communications applications. With clock frequencies initially up to 167 MHz coupled with ''CAS Latency 2'' performance of 143 MHz and single cycle block write, the SM84L512K32 extends Silicon Magic's leadership in high-speed specialty memory chips. The company also plans to have a 200 MHz memory chip by year end. ''Demand for high-speed SGRAM continues to rise because of the bandwidth hungry requirements of graphics intensive 3D applications,'' stated Rick Horiuchi, Silicon Magic's Senior Manager of Memory Marketing. ''By working closely with the leading high-end desktop graphics chip makers, we've learned a lot about the requirements for advanced memories for these demanding applications over the past four years. Our expert memory designers have the flexibility to take advantage of the best world-class wafer fabs to bring our customers the highest performance memories possible.'' The SM84L512K32 is ideal for high-speed 3D graphics applications because it conforms to JEDEC specifications and supports all major graphics controllers' functional requirements. Each chip provides bandwidth ranging from 572 MB/sec at 143 MHz to 667 MB/sec at 167 MHz. Command and data are synchronized to the rising edge of the system clock to enable precise control and predictability. A programmable mode register enables the device to be customized for maximum system performance with burst type, burst length and CAS latency. The 8-column block write and write-per-bit modes can also enhance overall system performance. ''The high-end graphics market is continually pushing the need for speed, which is why we plan to have a 200 MHz version of this chip by year end,'' Horiuchi added. The SM84L512K32 is not just for graphics applications; it's also ideal for other high bandwidth applications requiring wide, ultra-fast memory. An example would be data buffer memory for network, communication and consumer applications. -0- Product features include: -- Single 3.3 V +/- 0.3 power supply -- Programmable burst type, burst length and CAS latency -- Burst type: sequential and interleave -- Burst length: 1, 2, 4, 8, and full page -- CAS latency: 2 and 3 -- Single cycle 8-column Block Write -- Write-per-bit -- LVTTL inputs and outputs -- Byte control by DQM0-DQM3 -- Auto precharge -- 2K refresh cycles/32 ms -- Auto and self refresh modes Key timing parameters include: Clock Frequency Access Time (tAC) Input Setup Time Input Hold Time (MHz) (ns) (tAS)(ns) (tAH)(ns) 167 4.5 2 1 143 5 2 1 The SM84L512K32 SGRAM is packaged in a 100-pin plastic LQFP. Samples are available now. Production will ramp in 4Q98. Pricing for the product ranges from $5.00 in quantities of 1000.

To: Joe C. who wrote (8743)	11/3/1998 12:19:00 AM
From: Stuart C Hall	Respond to of 16960

Joe, I think your post is the best combination of speculation coupled with realistic outlook shown on this board in a while. TDFX needs to be held accountable for what they are doing. Not only from a stockholder point of view but from their position within the 3D market they created. If they don't do _something_ good and unusual at Comdex I think we should all reconsider our investments (again). On another note, any thoughts of when TDFX will be hit from stockholders who bought in the 20's selling once a certain % of their losses are recouped? I think we'll see major selloff should we hit 16 or above. The activity should be closely watched at those levels. Even if the Comdex news is truly worthwhile I don't think it would save us from retail investors cutting their losses and moving on. Just MHO. Then again, who says we'll see 16 before 1999...... Regards, Stuart