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

To: Jeff Lins who wrote (9061)	11/17/1998 10:55:00 PM
From: Jeff Lins	Read Replies (2) \| Respond to of 16960

Well, having caught up now, I see that CHiP's :) report reflects the TNT love in the market. Don't discount these guys. They hyped the hell out of their product, and didn't live up to the hype, but still developed a solid product. Meanwhile, TDFX is out there saying yeah, V2 for the gamer, Banshee for OEM's...Banshee 2 probably won't be available for retail, yada, yada...Bottom line...nVidia knows how to hype their stuff, and that is half the battle. Banshee came out with practically no hype...hell, even the renewed SLI thing got those damned monkeys! As for the message a few back about OEMs who won't be fooled by things like 32bpp color, get real! Retailers want to differentiate themselves, and include product support lists a mile long...whether we can truly utilize AGP or not is moot...it's the marketing stupid! (not aimed at anyone)....and don't forget EVERY review out there...they give the TNT the edge over V2 since 1) no pass through required- problem solved 2) better image quality 3) great 2D- problem solved 4) better D3D performance. The only nod TDFX gets, and this only occasionally, is Glide support. And while we know the value of Glide, the reporting world is out to convince everybody (perhaps correctly) that D3D is the future.

To: Jeff Lins who wrote (9061)	11/18/1998 8:16:00 AM
From: Scott Garee	Read Replies (2) \| Respond to of 16960

They are whooping our buts in the OEM arena. . . I don't agree. Nearly every TnT OEM deal has been an upgrade option, not a standard component. I think TnT has a slight lead due to Dell (and time.) The best thing I've seen is Gateway offering both. This allows TDFX to show quickly whether they live or die based on their ability to service the OEM's. If, as we all suspect, Banshee boxes outsell TnT boxes Gateway should start offering it in more systems. When the other OEM's see Gateway moving more systems with Banshee what do you think will be their response?

To: Jeff Lins who wrote (9061)	11/18/1998 12:41:00 PM
From: Sun Tzu	Respond to of 16960

Jeff, Briefly, my case for nVidia's demise is based on their financial situation and not on their technology. They've bought themself a bit of time so they may last longer than I thought (the lesson here: never under-estimate human resourcefulness when their life is on the line). They have had long standing OEM relationships so it is natural for them to have more OEM deals than us, but based on what I've read so far, Banshee is kicking ass in outselling TNT. And I think that's what matters the most. BTW I sold my Nov 15 calls for 15/16. So if we close below 15 on Friday, I'll continue to be long my 6,000 shares. The average cost of the position, due to option sales, 9 3/4. Good luck, Sun Tzu