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

To: Chip Anderson who wrote (10921)	3/1/1999 8:58:00 AM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

Here's a quote from a cnet article: While the delay may impinge on consumers, it hurts graphics chip vendors even more, said Peter Glaskowsky, an analyst at MicroDesign Resources. "There will be variants of their graphics chips that will take advantage of AGP 4X in the June time frame but no systems," he said. Put another way, "They will release CPUs on schedule, but the 4X AGP versions won't have any customers." Graphic chip vendors are none too happy about the delay. With the delay of Camino, many vendors will likely still release these parts in June, but sell them as AGP 2X solutions, said one executive at a graphics vendor. The problem with that scenario is that AGP 4X parts were expected to sell at a premium. The delay, in other words, arbitrarily swept away a profit opportunity. You can see the rest at cnet.com S3 was touting their AGPx4 as a big advantage. Looks like it isn't a factor until this fall. Michael

To: Chip Anderson who wrote (10921)	3/1/1999 11:21:00 AM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

Chip... I'm betting on the company that's been working full-tilt on the problem for the past year now. It seems this is what we all are doing. The real question is, is this a smart-money bet? What evidence do we have that 3dfx has made real progress in this area other than vague references? Even if this is true, wouldn't our money be better placed elsewhere until the Chipset Formerly Known as Rampage is released? Just food for thought. Pat