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


To: Patrick Grinsell who wrote (9182)11/22/1998 11:23:00 PM
From: Jeff Lins  Read Replies (2) | Respond to of 16960
 
Pat,

"ATTENTION 3DFX:
If you want to call yourself a content company then ACT LIKE IT! Listen to the
developers instead of pimping your old technology and making excuses for it. Your
name can only take you so far. How do you expect developers to provide content
for your hardware when they think your hardware is obsolete!"

Right on! This is exactly my concern.

Michael Potter: I say 6 months for V2 because they say Q2. Here is a better question: how can you admit Q2 and come up with 4 months :) Probably reasonable to come to a compromise at 5 months. So I ask you: how impressive is todays performance 5 months from now. Actually since V3 owners will effectively be running V2SLI, they will be running year old technology. And remember that shipping in Q2 could mean 7 months...

A quick comparison of market conditions for V2 and V3

V2: huge leap in performance from anything in the market. Needed TDFX for GLide compatibility. Great name. Little competition. Most powerful product on market by a large margin. Cutting edge features which other chips lack.

V3: marginal gain in performance from current product. Glide not as important. Name NOT as strong to hard core gamers (though overall idendtification with consumers is likely higher). Tons of competition. MAY be fastest chip on market. If so, only by a slim margin. Lacking cutting edge features.

Like I said, I am long, and I still love- make that like- TDFX. But while V3 2000 may be a success with OEMs, I think V3 3000 will just flop.

Question to the board: Can somebody give me a decent reason to upgrade my SLI to V3? And saving a few slots ain't a good enough reason...