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

To: Obewon who wrote (11070)	3/12/1999 12:07:00 PM
From: Scott Garee	Read Replies (1) \| Respond to of 16960

Regardless of the missing Q2 32 bit numbers TNT2 looks a lot better than I thought it would. Of course, it sounds like DIMD is clocking it to the gills, but it was definitely stable. Rage128 is definitely DOA, as is Savage4, they won't touch this card. Voodoo3 will lose some sales to it as well, but there's still Glide. As much wind as TNT2 can take out of V3 sales, twice as much will be blown back by TDFX announcing Rampage as a counter. Important notes: This will be at least as successful as TNT. There are much cheaper V3's than TNT2's (at least so far.) Entry and mid-range PC's still don't come with >8MB video memory , so I don't think the 32MB is significant to OEM's, except in the high-end, which aren't the sweet spot. V3 will be available soon, almost without doubt. TNT2 is much less certain, though it looks to be close. Mid-April is a bit late for the spring refresh cycle. DIMD is hiring QA people with Dell experience. Tell you anything? The NVDA/TDFX battle is not over yet and definitely just got hotter.

To: Obewon who wrote (11070)	3/12/1999 3:19:00 PM
From: timbur	Read Replies (1) \| Respond to of 16960

I've estimated the benchmarks for Q2 32bit by taking a 36% hit modifier that Sharky showed for Forsaken when going from 16 to 32bit. It's probably more of a hit under Q2, but it gives us an idea: massive1: 42.4 timedemo1: 48.6 Consistent 60 FPS? Not under Q2, and certainly not under Q3! Another very interesting point to ponder is that I thought TNT scaled better than Voodoo architecture? On massive1 at 1024x768x16, Ultra TNT2 performed at 98.9% of V3 on the PII-450 and 95.6% on the PIII-500. So now V3 scales better? Interesting. Still, if the Ultra TNT comes out in April at a $200 price point, I don't see how the V3-3500 can compete provided Sharky's benchmarks are correct. (Compete technically, I mean; 3dfx is still a very good retail marketing machine.) This is not to take away from the viability of the 2000 and 3000 parts. Cheers, Timbur