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

To: JAG who wrote (12625)	5/17/1999 1:23:00 PM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

Thing is, there was a time when there was no doubt that TDFX was 2 to 3 times faster than any card. It still is. The difference between you and I is that I measure the velocity of a 3d accelerator by the number of boards sold per month and you measure in frames per second. How many design wins did Voodoo3 garner today. The market is much more complicated than saying the person with the best technology wins. As a matter of fact, the graphics industry has shown that this is not the case at all. I'm still waiting for those multiple tier1 announcements for Voodoo3, and I am disappointed that nothing was announced today. We'll hear the conference call tomorrow and evaluate accordingly. Pat

To: JAG who wrote (12625)	5/17/1999 1:35:00 PM
From: Plaz	Read Replies (1) \| Respond to of 16960

Speaking for myself, I don't own 3dfx because of voodoo3. V3 is a die shrink and speedup of banshee. V3 is actually more than I expected it to be, which is good. Banshee is a V2 with 2d. It's all the same 3D architecture, which is why it has its limitations. I own tdfx because of the next generation part due out this fall that they've been working on for something like 1.5 years. I think 3fdx has a 6 month lead on the competition with this part. Is my guess right? Time will tell: that's why it's a high risk stock... Plaz