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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (13683)7/13/1999 7:57:00 AM
From: Harold Engstrom  Read Replies (2) of 16960
 
Can anyone make a good, rational case for why NVDA should have almost twice the market cap of TDFX? Will NVDA's earnings and revenues expected to outpace TDFX's? With TDFX's vertical model and strong performance in the marketplace combined with NVDA's shrinking channel to market, how can this be?

Harold
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