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

To: burn2learn who wrote (10366)	1/29/1999 2:42:00 AM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

Mike you said: I doubt the ability to maintain current customers and the ability to make the move to retail smoothly. Move to retail? They (and STB) are already there. STB had the third bestselling card at retail in November with their V2. According to the last conference call no cardmaker now sell's more that 10% of 3dfx's total. The "customers" you speak of don't seem to give a rat's behind who makes the card as long as it says 3dfx. Re: move to .25u You could be right. That's why I opened it up to debate on these things to see different points of view. It is worth noting, however, that at $25 per chip the 2000 appears to be priced UNDER Banshee. That would imply a lower cost struture, but that isn't necessarily true of course. Pat