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

To: Chip Anderson who wrote (10787)	2/22/1999 9:33:00 PM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

I wrote this to Jason, but it could be posted here as well: AGN is always glowing. Must like ads <that was a little too harsh. Jeremy does a great job of posting news but the hardware reviews are a little on the light side in my opinion>. Don't read Riva3D all that much, but the review seemed a little less professional. It was pretty glowing, however. I like Anand's reviews. He also is a little on the nice side, but he tends to be very fair and broad. No voodoo3 review yet. Sharky Extreme does VERY good reviews. Of course, they're the ones who get the bad card ... Tomshardware is a joke these days. Voodooextreme wasn't that great of a review (the writing style and knowledge were pretty poor). <A little harsh here, but I usually love the site, maybe I'm overly dissappointed>. Lots of pounding about no OpenGL ICD. 32bit comments were as expected. I'm not sure what sort of shape the drivers were in, but a bunch of problems were reported. All in all, the reviews were ok, but they're not going to cause a breathless wait until the cards come out. The good news (which is getting very little play) is the STB CC comment about tier 1 wins. Michael ps - I liked Blue's comments. He is usually very good as well. pps - anyone been able to enter the contest? My browser hangs then says can't connect to the server. ppps - to many postscripts, but it was interesting to comapre the many different review styles today.

To: Chip Anderson who wrote (10787)	2/22/1999 11:18:00 PM
From: Joe C.	Respond to of 16960

Bottom Line: TDFX has a good board on it's hands. Retail demand is expected to be high, a few OEM's are going to pick up the card. The major risk, that V3 would somehow fail miserably is behind us as demonstrated by the quality of the pre-release reviews. What remains is not necessarily whether this card is the best card in the world, but whether STB/TDFX can sell these cards at peek output to generate maximum revenues/margins. This does not mean selling to every retail/OEM buyer that comes along - they can't possibly make enough of them. Based on price and performance, this card should be top of the line for some time. Demand should be strong enough at these levels to hold margins into the summer. Margins is the key folks, not 32 bit this, and 16 bit that, just plain dollars. TDFX for the first time has total control over the channel, marketing, demand and pricing. There is no doubt they have a solid product to work with. Let's see how well they do. Joe C.