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


To: Scott Garee who wrote (10842)2/24/1999 12:50:00 PM
From: Waldeen  Read Replies (1) | Respond to of 16960
 
Scott, maybe I over-flamed the TNT sli bit...

And I am not disagreeing with anyone on this board..
that so far this *is* hype. And am taking it as hype,
be blind not to recognize the timing on this. And,
my position is skewed by the fact that I now only own
200 shares, not my 'large' holding of before. So take
the following comments in that context.

Metabyte: whether or not they actually deliver on time is mostly
immaterial: Metabyte has basically 'leaked' that SLI
of what was once argued on this board where no-SLI 'able
chip-sets is indeed possible. The ability to SLI Banshee
was a big issue discussed on this board, the ability to
SLI Voodoo3 similarly. Over-Generalizing: likes of Sun argued it from
the ability to sell more boards, likes of me argued it from maintaining the top retail slot.

Personally, I believe the information on the technical possibility of
doing the SLI, that's my decision as an investor, logically this then raises the bar for Rampage IMO. How can
Rampage not do some form of SLI? The simple fact is that it
is a business strategy for extending old chipsets: release the
best chip out there Voodoo3. When TNT2 gets out, if ever,
release SLI Voodoo3, when TNT2 SLI gets out, release Rampage,
and on, and on.... 3Dfx came up with it, but for some reason
didn't keep following it. I'm sure they now a lot more about
their business than me.

So still, I like 3Dfx's chances, but their market is competitive.

Waldeen

O.T. Ben Wu, thank you! very much!