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

To: Casey who wrote (11074)	3/12/1999 1:39:00 PM
From: Scott Garee	Respond to of 16960

Tom had 3 cards, 2 reference and 1 DIMD. The DIMD card was clocked at 175 Core, 200 memory. There's no way a 32MB card with those specs will sell for $200 (not MSRP anyway). The reference cards were 125/150 and 150/183. Tom has played with the cards quite a bit. Since he's Nvidia Tom he gets a lot of leash. :) Here's something else to consider: Since TSMC is fabbing both TNT2 and V3 the costs are probably about the same, so yield will be the differentiator. Selecting TSMC was a smart move for NVDA. Whoever sells the most cards will get the cheapest memory prices, so TDFX likely gets an edge over TNT2 cards, since the memory costs for TNT2 will be split up by the various vendors and not discounted as much. This is an overlooked benefit of single-source for V3. Also, the 32MB memory prices are going to be significantly higher than 16MB due to the higher densities. Neither card has been shown with working LCD or TV. ATI's shipping drivers don't support the TV out and the card doesn't include the DVD software. TNT has working TV out, so I suspect TNT2 will also have it. If NVDA gets caught in a price war they're in big trouble, TDFX can outlast them and will have higher margins to boot.

To: Casey who wrote (11074)	3/12/1999 1:48:00 PM
From: Patrick Grinsell	Read Replies (2) \| Respond to of 16960

The fat lady is about to sing... I'm heading to immersion '99 Monday. I should get a good idea of what 3dfx has in the queue. I expect to see, at a minimum, a large and "real" push into other markets. I also expect, at a minimum, the previously leaked specs and timetable (November) for Rampage. These two things will be my focus. I give it a 75% chance 3dfx will be unable to meet my expectations. (With all this institutional buying lately I could be wrong though.) If my expectations are not met I will sell into what will inevitably be leaks from this meeting and hype from the Voodoo3 launch. I have signed an NDA, so don't bother asking me any questions, but I'll tell you guys on Monday whether I'm out or not. Pat