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

To: Mike Sesan who wrote (9340)	12/2/1998 4:12:00 AM
From: Patrick Grinsell	Read Replies (2) \| Respond to of 16960

So can anyone answer how Voodoo2 fullscene AA can be achieved in hardware when the hardware doesn't support it? Check out this fullscene AA shot from gigapixel: voodooextreme.com And this is only 640x480! The only reason we use higher resolution is because of the natural AA we get from it. Our televisions don't get anywhere close to 640x480 but I never complain about "banding" or "pixelation" with it. The solution is in the rendering and increasing resolution is like using a sledgehammer on a thumbtack. Here's hoping 3dfx has figured it out. Pat

To: Mike Sesan who wrote (9340)	12/2/1998 10:40:00 PM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

Interesting post over on MF: boards.fool.com Basically, the post says that DLJ figures 1.2 million Banshee chips and 500K V2 this quarter. Their estimate is .04 earnings. At $30 for Banshee (3dfx said 30ish, maybe a little higher or lower), that's $36 millions sales from Banshee. At $35 a chipset for V2 ( they did say that ASP for V2 would be going down and the $99 price point would make sense at a much lower ASP), that's another $17.5 million in sales or a total of about $53.5 million is sales. Margins will be lower than Q1 and Q2 (Banshee was always expected to have lower margins and the ASP of V2 has been dropping), so I wouldn't expect the .40 to .50 a share at over $50 million, but .04 is still low. Here's some of my guesses: 1) Price protection to suppliers on V2 chips in inventory 2) Lower than hoped for sales of V2 leads to more write-offs of inventory as V3 will kill V2 completely. 3) High Banshee launch costs + costs that were deferred in Q3 hit Q4. That's some of the questions I've been meaning to ask 3dfx if I could only get a hold of them. Michael ps - DLJ is estimating that V3 sales will start Q1 next year, but don't know how much yet.