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

To: Patrick Grinsell who wrote (9509)	12/11/1998 3:24:00 AM
From: Jeff Lins	Respond to of 16960

Pat, I agree that V3 will likely be out ahead of schedule, though I have no sources- just a "preponderance of evidence" As for selling 2 months ago, I don't know if things are really turning up that much...ATI, the biggest of guns in our new arena-OEM land- has for the first time a capable chip. And it appears to be ahead of schedule- I wasn't expecting it until Q1 '99. Two big OEM suppliers own a chunk of nVidia's soul, which can't be good, and an nVidia IPO is somewhat immanent- conditions certainly better than two months ago. Though V3 is stronger than B2 was supposed to be, it kind of tells me that Rampage will be off by several more months...just a guess. But clearly the V3000 is aimed at being their retail product, so Rampage out 6 months later follows TDFX's guidelines. 2 months ago I was expecting Banshee to be the fastest 2D and 3D solution...it was not. I am impressed with Banshee's sales (if not TDFX's demand forecasting), but this part merely pays the bills. Retail adds icing on the cake, and V2 is going down at a pretty good clip. And DX6 is out now, and much better than I expected. A lot has changed, and some of it is good- some of it not so good. I do believe in the company's future- it's just that I thought they would do more in a shorter period of time. Thus my expectations for smash earnings are put off, and I think my money would be better spent elsewhere. For what its worth, I should have sold my TDFX 2 months (and 2 days) ago- the ~70% return has not been up to snuff with other purchases of that time frame.

To: Patrick Grinsell who wrote (9509)	12/11/1998 3:29:00 AM
From: Jeff Lins	Read Replies (2) \| Respond to of 16960

Hey, I am building this computer right now, and I have a nice 10 gig HD all partitioned and formatted, with win95 loaded up (won't trust 98 til 2000:) I was wondering, could I take my slave drive from another computer and plop it in as a slave to my new computer? I have a lot of files I would like to transfer over. I don't want to format it, just plug it in and copy some data files (not programs which won't work since win95 won't recognize)? The drive lettering on it will not match up, but again nothing with drive references would be copied. Are the partition letters assigned to each drive "hard" or will they bump up from f-i to, say, h-k? Thanks for the help (I hope!) jeff