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

To: Patrick Grinsell who wrote (10674)	2/13/1999 10:57:00 PM
From: Stuart C Hall	Read Replies (1) \| Respond to of 16960

Two comments on two comments in the last 10 or so posts. "no...people bought diamond and creative boards because of tdfx, not because of diamond or creative...". I don't agree. Slap a TNT chip on the next Diamond Monster and it will still sell. I'd argue that most retail consumers know the card, maybe know the card's characteristics (3D) and know the chip last. Those retail consumers are not plugged into to our TDFX soap opera. Should Creative and Diamond keep selling boards with names formerly associated with the TDFX brand they will still sell. I think TDFX failed in their attempt to brand Voodoo successfully. "Gamers that have already upgraded to a TNT card will wait for TNT2, but if its 1600x1200 framerate isn't above 40fps, they will switch back also IMHO" Ouch. Conversely, that shows TDFX's major weakness. Let's say Rampage kicks ass with feature X. Sells like mad for 3 months but then nVidia comes out with TNT3 that has features X and Y. There is no way to consistently lock down the revenues we need to get this stock rolling. I'll be buying a Voodoo3 and having some new rounds of DD. Hopefully this consolidation will move forward in the industry so we reduce a few of these wildcards. Should we still be in the same situation with a stock price below 16 I'm going to have consider just bucking up the loss and getting on with life. ;-) I think Jason has gone AWOL on us. Regards, Stuart

To: Patrick Grinsell who wrote (10674)	2/13/1999 10:59:00 PM
From: Stuart C Hall	Read Replies (2) \| Respond to of 16960

From the nVidia thread: Message 7815427 This spec sheet shows Intel's February 1999 specs for a the BX board with onboard graphics and sound. Guess What? It uses a Riva TNT chipset for the graphics. HOT! ftp://download.intel.com/design/motherbd/sr/73253401.pdf If you do some more searching you will also find a a presentation of their current roadmap that was given about 2 weeks ago to analysts only(I think).