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

To: Tae Spam Kim who wrote (11036)	3/10/1999 12:15:00 AM
From: Jeff Lins	Read Replies (1) \| Respond to of 16960

Obewon: I agree that the consensus is Q1 will be a dog- but to hold off V3 until Q2 just to make the numbers look better would be insane! So what if the competition is a month behind us? Let it be 2 months! For those riding the fence in the retail arena, having to wait 2 months may lean them into V3 NOW! I can't believe you would want us to hold back our technology, an asset, and let it essentially depreciate in the warehouses until Q2! Not to mention the image of TDFX in investors minds- bringing out better product than competitors more quickly- as well as the consumers- TDFX always being market leader and the first with the most... Sun: FORE is a dog? Now you tell me! :) The good news- though quite embarrassing- is that I am still up on FORE. Yeah, yeah- shoulda set a stop when it started falling from 22, but believe me, FORE takes out stops faster than TDFX moves against the market. Though ASND was a successful stock for me, I sold out WAY too early, and rode it through some tough times. I had been debating XYLN for a while before ding bought out. And I expect the same for FORE by year's end. Even though mgmt haven't got much of a clue, the top line is growing nicely, and though it may be dead money for a while, I expect that at the end of the year I will be happy... RE: SIII- 36 customers! Wow! I can't believe that there are 36 people who would pony up 130 clams for an S3 product :) That's gotta be double the number that bought the first Savage. Seriously- S3 is looking like a threat at the moment. Though I don't know if they will be competing on our level (though the chip is high-end enough). I read an article earlier about how S3 was selling Savage chips for less than their production cost. A brilliant analyst stepped in with this eye opener, "they need to stop that as soon as possible" (or something similar). Ya think? Maybe they are being mentored by the capo of the "negative gross margin club". That would be DIMD of course...

To: Tae Spam Kim who wrote (11036)	3/10/1999 12:25:00 AM
From: Obewon	Respond to of 16960

True, but that is pretty much par for the course. The risks involved with 3Dfx is currently very high (currently higher than SIII) due to uncertainty imposed by its shifting business strategy. SIII has a pretty stable strategy, its reassuring the Street that Savage4 will be the credible contender that Savage3 never was, and it is at least insinuating that it has already received design wins and orders from most of the major OEMs. 3Dfx has a shifting strategy, dropped 75-80% of its sales by dumping Diamond, Creative, and others, is missing several features that are standard ( if somewhat surperfulous (???) to todays software ) in other offerings, and is being its normal clam-like, "hold everything so close to the vest that I piss everyone off" self. Frankly, I think that the company continues to cripple its relationships in the industry by not being more open about its direction. Glide will continue to fall by the wayside unless 3Dfx develops new features into its cards which developers want to exploit. Multitexturing was the last real advance of this sort. Programming in Glide is much faster than D3D or OpenGL but this advantage is more of a time to market edge. That's why so many Glide first or only games came to the market soon after release of the Voodoo2, stimulating more demand for Voodoo as the only cards which run Glide-based games. After awhile developers managed to get the same effects out of D3D and OpenGL so we are seeing less and less games written for Glide vice D3D. Diablo II would be a HUGE boost to 3Dfx but I'm afraid that game delays will mean that it will ship with D3D support from the start. Obewon