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

To: Michael G. Potter who wrote (10912)	2/28/1999 3:00:00 PM
From: Chip Anderson	Respond to of 16960

Thanks for the update Mike. I'm not even gonna give Sharkey the page-hits on this one. Chip

To: Michael G. Potter who wrote (10912)	2/28/1999 5:14:00 PM
From: Waldeen	Respond to of 16960

Michael, what I find interesting about the Metabyte PGP release is that the demo is with a 3dfx product. In your web link to Sharky Extreme, they outright state the TNT drivers aren't ready yet. The question that comes to mind is: why would one demo on a 3Dfx product, if the goal is a TNT product, and it takes 6-8 months (as the article claims) to get the drivers ready? The most obvious answer, although I have no basis for stating as fact, is: if you want to demo the technology quickly, and before competitors, pick the product it is most easy to develop on and/or the product it works the best on. This may well have some serious implications, one is that PGP may work well on 3Dfx products because of the Voodoo2 architecture heritage. Until this is really demonstrated on TNT, it is entirely possible that it may not work well on the TNT architecture, or Savage, etc. products. All I am saying here is that the speed-up will depend on chipset, and may well be dependent on how each chip set handles things such as textures, that allow the chip set to work somewhat independently. It is entirely possible that some chipsets may not work well at all in this configuration. Since Metabyte is intending to do a TNT product, then perhaps they don't see any major hurdles with TNT. Of course, that may well be wishful thinking on their part and change once they begin the implementation. Comments anyone? Specifically any comments on the various TNT, S3, ATI, handling of textures and potential hang-ups when applying Metabyte's PGP? I think it is fair to assume we know that 3Dfx products would work, but the others are still question marks. Also, I can't see Metabyte not wanting to release the Banshee version of this, it's furthest along in development, closest to a product? And, does 3Dfx really want to stop them because of the STBI merger? Guess it depends what 3Dfx has up it's sleeve. Waldeen

To: Michael G. Potter who wrote (10912)	2/28/1999 6:11:00 PM
From: Jay Fisk	Respond to of 16960

Any thoughts on disposal plans for remaining TNT inventory held at STBI ?? Looks like two extremes: (1) drop it on existing OEM's with a series of price reductions, and/or (2) run it through retail channels with minimal packaging. I'd think OEM. Interesting spread in MaxPC (March99 p 25-26) Notable quotes: Quantum 3D is out of the retail market for 1999, concentrating on Quicksilver, an Intel based ruggedized arcade PC. Canopus is moving away from the retail AIB market to concentrate on its pro-line of digital video editing products. Diamond's Ken Wirt "expects nVidia to become a staple in Diamond's products this year" (ouch!) "The only reason 3Dfx is releasing Voodoo3 is to fund development of Voodoo4. To do the next gen they'll need a lot of money, and one way to make more dollars and profit is to be in the board business." Disclaimer: Long TDFX Pending Shorts: DIMD, NVDA, SIII Trigger Point: Any delay in TNT2