Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick Grinsell who wrote (11119)	3/14/1999 2:41:00 AM
From: Eric Howard	Read Replies (1) \| Respond to of 16960

I do not remember the TnT ever being reviewed at 125mhz, except for one that Anand specifically overclocked long after they all came out. They were all being clocked at 90, but the reviewers kept saying that the next rev would boost up the clock speed and that never happened. This time it is different, there are boards out that are running at speed. This does not mean that they can produce them in any great number and it does not mean that they can ship the higher clock boards anytime soon. Just as they had to spin a couple revisions of the Voodoo3 to improve yields and performance, I am sure that they will have to do the same thing for the TnT2. TDFX still has a great brand name and a very good retail presence and this should ensure the success of the Voodoo3. However if Diamond can ship this card in Q2 at these speeds what ever they are, this will be the card that the gaming websites and magazines will be clamoring about and it will not be because of "bias". As many people have mentioned previously 3DFX does not need to have the hottest product in order make a ton of money, they just need to win some OEM deals. Most retail consumers do not read web sites and it will be a couple of months before the reviews of the various cards make it into magazines and start filter into the public awareness. Personally I will be looking at what card all the gaming companies are using to show their upcoming product at E3. If the majority of the cards are not 3DFX based and the OEM business has not taken off by that point then I will exit the stock for good. Eric

To: Patrick Grinsell who wrote (11119)	3/14/1999 9:46:00 PM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

I'm back from my vacation. Lots of TNT2 news. I'm not so blinded by 3dfx that I'll ignore them, but I think that NVIDIA will not win anywhere near the same number of OEM's this time around. 3dfx, S3, and ATi will all win some. I think that 3dfx will grow some in OEM sales and do ok in retail on the strength of their brand name. The stock still looks ok to me as the underlying business appears to be ok. NVIDIA has a poor reputation (deserved) for hyping and then underdelivering. However, they're public now and Diamond is public as well so I'm expecting that they will be much more accurate. I wouldn't be surprised to see a late-April/early May general release of the TNT2 cards with some available to OEM's earlier. I've seen quite a few posts about how 3dfx and NVIDIA use the same fab so yields should be the same. The chip design also is a major factor in yields, so there may still be differences. Michael