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

To: Chip Anderson who wrote (8752)	11/3/1998 1:16:00 PM
From: Patrick Grinsell	Respond to of 16960

Fourthwave comment on ATI mobile chip... ATI is going directly for the NeoMagic product line. The price points for both parts, especially the M with integrated memory, is an attempt by ATI to undercut NeoMagic's pricing and put ATI's parts into the mainstream of the portable market. NeoMagic is also vunerable because of its lack of 3D support. There are rumors that NeoMagic is working with a 3rd party for its 3D solution. As 3D becomes more important in the business space the need for 3D on portables will also increase. The next step for ATI is to integrate is RAGE 128 core into the Mobility family. A key, behind the ATI strategy, is how it integrates memory. This is not a embedded memory part but what they call integrated memory. The WAVE Report believes that the memory integration is done at the module level within the packaging. The most logical being vertical package integration to save space. The two technologies in this space are Stacked MCP and Stacked Chip - Scale Package (CSP). ATI would not disclose either is FAB partner or how it is accomplishing the memory integration.