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


To: Patrick Grinsell who wrote (9177)11/22/1998 8:21:00 PM
From: Jeff Lins  Read Replies (1) | Respond to of 16960
 
Hey Pat,

Your statement, "V3 will be in set top and
motherboards, 3dfx will enter the laptop market,..." uses a lot of "will"'s rather than "could"'s or "might"'s. Remember
Banshee was eligible for motherboard implementation as well, and nobody bit. Do you have any reason to believe that V3 will fare any better? Set top box is a dream. Would love it! I have absolutely no credible reason to believe it will happen at this point. Same thing in laptops. ATI is clearly leading in motherboards and set top potential; neomagic leading in laptops. Just thinking of a 183mHz V3 in a laptop is funny...the whole thing would probably melt :) As for a new "laptop" chipset, until I hear something credible from TDFX it is a nonstarter with me.

Regarding Banshee 2- yes it exceeded my expectations...except it isn't Banshee2...it is Voodoo3...and in that respect, it falls way short. Bottome line is that my socks weren't knocked off by a chip that allows a single card to have SLI fillrate. Quantum already did it- though with more silicon and no 2D. I know that the architecture is better, but come on: did it knock your socks off? :) And we are going to have to wait 6 more months for this? The best news was the WHQL certification...and considering TNT had it for months, I look at the lag as a negative...kind of like our lag to get single chip multiple texture pipelines and solid OpenGL drivers...not to mention 32 bpp color...

Bottome line: TDFX is losing momentum...I am not trying to spell out the death of the company...just questioning their strategy.