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

To: Jeff Lins who wrote (10662)	2/13/1999 12:06:00 AM
From: Joe C.	Respond to of 16960

TDFX put out some interesting price points on what seems to be a board that costs about the same across the spectrum. How much difference in cost is their between the 2000 and 3000? I guess the bundle adds some cost and the TV out feature but I would think this would be minimal. Comparing the 3000 to the 3500 you add the LCD chip and the SGRAM versus the SDRAM. What is that 10 bucks for the chip and 10 bucks for the more expensive SGRAM? I have to believe that the 3D chips themselves cost about the same. Compusa seems to be real hot on the 3500. These guys must be planning on lots of LCD sales and given limited availability - I think we're looking at real nice margins. I'm wondering if TDFX will even try real hard for the OEM's. My guess is that they'll look to grab one major OEM (Gateway) with a decent margin and several of the small guys. Dell is the big question mark. They usually want their parts cheap. STB relationship dictates that they make a strong push to get them. Dell announcement would certainly help stock price. My worry is that they would eat up production capacity with very little margin. On the other hand, the V3 can't be costing too much to produce given that design and software is essentially the same as the V2, smaller die is supposed to be cheaper, etc. I guess what it all boils down to is that there's lots of room for error on their first go around. The downside is that the V3 sells well, upside is ... Joe C.

To: Jeff Lins who wrote (10662)	2/13/1999 5:29:00 AM
From: Curbstone	Read Replies (1) \| Respond to of 16960

Howzit Jeff (you still here?) Pardon me for butting in but you said: The OEM market is the field of battle. I think I would have to disagree with that. In 3D chips I think the product is the battlefield. And to quote an old saying from Victor Kiam, I think, (while he was still a pig farmer) "To the Victor goes the spoils." TDFX has to soundly beat NVidia's product in order to wrest the OEM's from their control. In boxing, I am told the judges are not inclined to let a challenger take a Champion's belt in a close fight. A challenger must soundly defeat a champion to win the decision. So with OEM's. While it is true that the race does not always go to the swiftest, nor the battle to the strongest, for TDFX well, Mike Tyson said it best (and I paraphrase) A lot of guys get in the ring with me just knowing they can win. And then they get hit. Iron (Stomach) Mike Egads! Look at that post #, I'm outa here folks. Garlic leis to bed tonight.

To: Jeff Lins who wrote (10662)	2/16/1999 12:49:00 PM
From: Sun Tzu	Respond to of 16960

Hi Jeff, I lost 10k on CD and it sucks! I was right in my assessment that the stronger economy would cause better than expected report; they beat the estimates by 16% (3 cents). Leave it to the CC to kill the stock :( I don't like nvidia. They were not the first to the 3D market and I don't see their position any stronger than 3Dfx. SGI, S3, and 3Dfx all have much bigger revenues than nvidia and at least two of them are in substantially stronger financial footing. So in case of a price war or a mishap (like affording the better lawer), the odds are stacked against nvidia. Still I would neither short the stock at the moment, nor buy it. good luck, ST