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

To: Obewon who wrote (9392)	12/7/1998 10:36:00 AM
From: Don Morris	Respond to of 16960

I don't think what happened to the V2 will happen ot the Banshee!! The reason being; 1) 3DFX, Diamond, and CL got burnt with too much surpluss, hurt all of their bottom lines, 2) I was in CompUSA, Best Buy, and EB, and most had good supply of V2, TNT, and others, but there where only a few Banshee boards of any type left on the shelve. I realize that just because there weren't many on the shelve doesn't necessarily mean they were out, but it sure looked like Banshee's were moving pretty good if the shelves wher not stocked. I live in the Dallas/Ft. Worth area, has anyone else noticed, in their little corner of the world, if the same is occuring? Thanks, Don

To: Obewon who wrote (9392)	12/7/1998 10:59:00 AM
From: Robert Grist	Respond to of 16960

To me the acceptance of a new product that addresses a new niche means there is depth and substance to the company. I tend to believe that TDFX has established itself as a "long-term" competitor in the graphics industry ... Wasn't this the main criticism a few months ago ... Any company that introduces a new product with such fantastic acceptance means they deserve atta-boys. Go TDFX

To: Obewon who wrote (9392)	12/7/1998 11:11:00 AM
From: Scott Garee	Read Replies (1) \| Respond to of 16960

Re: Manufacturing capacity. Here's my post from TMF on this subject. Remember, there's a lot involved in starting up a production line. You don't just walk into a fab with a negative of your masks and say, "Hey, I'd like 300,000 of these next week." For one quarter of above expected sales it isn't feasible to bring a new vendor on line. This includes starting another line at TSMC. If you kill your margins by incurring the costs of bringing up another production line just to capture the last 10% of sales you might be accused of being incompetent. Remember, just because there isn't a Banshee in stock today doesn't mean the consumer will by a TnT. Most will wait a week or so and buy Banshee when it's available. Supplies are steadily coming in on them (and immediately heading out.) Also, TSMC wasn't chosen only for their production capacity. They were also selected based on quality, turn around, current and future technology, and price. TSMC is very highly regarded in the fab business (I've spoken to one of the competitive analysts at HP and he was very aware of TSMC and their abilities, down to the names of the fabs, capacities, and technologies.) His opinion was TDFX made a good decision to use them. Addendum: TSMC has lots of .25 capacity. Why ramp up .35 production when it will be unneeded in 2 months? It's a waste of money.