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


To: Joe C. who wrote (9223)11/24/1998 7:59:00 AM
From: Michael G. Potter  Read Replies (1) | Respond to of 16960
 
I'm more worried about 3Dfx's core customers right now than a Gateway announcement:

hardgame.com

The above article is a bunch of Usenet posts (from the 3Dfx newsgroups). The hardcore 3Dfx users are NOT happy with the V3.

This is the same group of users that created the buzz about 3Dfx that allowed them to gain credibility as a performance company. They may release their "Rampage" chip later, but the V3 (or Banshee2) will be another "Rush" card in terms of damage to their performance reputation.

Michael

btw - still long, the V3 may end up being a great OEM card and that's where the steady money is. Rampage will give 3Dfx the next platform to expand on.



To: Joe C. who wrote (9223)11/24/1998 10:49:00 AM
From: Patrick Grinsell  Respond to of 16960
 
If I were Gateway, I'd like to see the effect branding has on sales. It's possible that they will announce 3dfx later and compare sellthrough. This would give them good data on whether 3dfx is worth the premium or not. (Just my silly hypothesis, but that's how I'd do it if I ran Gateway.)

Pat