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

To: Michael Madden who wrote (11167)	3/15/1999 10:53:00 PM
From: Michael G. Potter	Read Replies (1) \| Respond to of 16960

First, I agree with the time-to-market advantage that 3dfx will gain over the TNT2 and the price difference. Also, Forbes Digital Tool has a nice little article on the upcoming ad campagin: forbes.com I like the target of $21 (analyst quoted in the story) and the reaffirmation that branding matters in technology. I almost think I should've posted this on TMF, but it seems that the branding and Glide part of 3dfx makes them a "rules breaker" in the graphics card area. Also, I'm going to write to CGW (Gamespot). Their new benchmark should allow 3dfx cards to take advantage of Glide where available (as long as CGW is satisified that that graphics are at least as good under Glide as DX6 and OpenGL). Michael

To: Michael Madden who wrote (11167)	3/15/1999 11:01:00 PM
From: Jeff Lins	Read Replies (3) \| Respond to of 16960

The TNT chip was supposed to be $55 in quantity when it first came out. STB had press releases right up until it hit the streets that it was going to be a $299 card...didn't turn out that way... Would imagine that the higher end chips with higher clock would be at $55 due to yield problems...lower clock chips will surely be much less. With the heat problems they had with the original TNT, I can't imagine that they could scale as well as the TDFX chips (at least not just with a die shrink)

To: Michael Madden who wrote (11167)	3/15/1999 11:48:00 PM
From: Ben Wu	Read Replies (2) \| Respond to of 16960

However, the Diamond press release makes no mention of an LCD interface, which is included in the 3500. apparently TNT2 does support Digital Flat Panels. maximumpc.com An interesting clip from the article: Regardless of STB's recent love-in with 3Dfx, there are still a plethora of video card manufacturers--including Diamond Multimedia, Guillemot, and Hercules--signed up for the TNT2, with one notable exception: Creative Labs. Creative was supposed to have made an "unexpected, video-related" announcement today, but then backed out the last minute. This guy sounds pretty slick, though I still wouldn't trust nVidia given the TNT1 fiasco. At least for me, they still have a long way to go to gain credibility in the advertising department. I found the accompanying pictures hilarious, especially the one where the VP is holding a stick of dynamite in his mouth (maybe TNT2 will blow up in their faces?). Another interesting note, Elsa just announced their TNT2 product priced at $299 with 32mb of SDRAM. $50 above V3-3500. hmmmm...