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

To: Joe Pirate who wrote (10458)	2/1/1999 9:48:00 PM
From: Greg S.	Read Replies (4) \| Respond to of 16960

Reality check. What keeps me holding on to this stock at all? The Rampage. I realize that's a pretty thin hair to dangle my investment by, but I still believe in this company's ability to make a groundbreaking, leapfrogging, smasher of a video card. The problem is they've been screwing around for an awful long time. Banshee should have had an extra TMU. It would have eaten into Voodoo2 margin (the V2's would have had to drop in price significantly) but they would have maintained their reputation as the company that delivers not just the biggest bang for the bug, but the biggest bang PERIOD. And that has tangible benefits down the road that I think would dwarf whatever margin was lost on V2. Who buys a V2 now anyways? Voodoo3 should have 32-bit rendering. Or at the very least a 32MB memory capacity. Or a stencil buffer. Or maybe something to set it apart from the crop of video cards that are coming out at the same time, something other than a lack of features. I don't necessarily care if my video card supports "64-bit anisotropic quadratic mipmap filtering" :) but I know what makes games look good and fun to play, and right now I'm scared that 3Dfx's new products aren't going to cut the mustard when compared to other manufacturers'. Well, let me rephrase that - I'm scared that 3Dfx's new products AREN'T GOING TO KICK TOTAL BOOTY, because that's what they need to do to maintain the respect that they earned from many a fan ages ago with the Voodoo 2, and that's what they need to do to win back the market. Having been long since shortly after the IPO, I'm getting pretty tired of watching this stock bounce around this level. As a shareholder it's looking pretty unlikely that I'll see this stock rocket up even to the satisfactory level of 17. What then? A significant investment will have resulted in a full year or more of ulcers and a meager return, one that I could make easily (and have made over and over) in inside of two weeks in today's market. I'm a fan because I like their products. I'm a shareholder because I thought they would be the most profitable. I apologize if I sound cynical, but I'm losing the faith. I just don't see this dog going anywhere anytime soon. Slap me if I sound like an idiot, but I feel like I could pull out now, make some money elsewhere, and come back in when the prospects look better. Maybe when they announce the Rampage with 2 geometry processors, 4 texel processors, 64MB RAM, and a 200MHz clock speed. I'll be impressed then, because that's what they -SHOULD- be putting out. No iron stomach have I, but I have stuck it out for an awful long time ... -Greg "tin stomach" S.