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Technology Stocks : MetaCreations (MCRE) - Detailed Goo in a Soapy Dream

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To: Rick Carlin who wrote (176)8/19/1997 10:53:00 AM
From: shahn   of 846
 
Rick, if you go back to the original March 24 announcement on
the MTLS website press release about the collaboration with
Real3d you should find in the small print that the cost of the
joint agreement is bourne by real 3d. I think it just amounts to
a few engineers from RTG going up to Real3d or viceversa.
If you also go back to the interview with Wilzak posted on this board
some months back you'll see what he says they are doing: writing
drivers for the RTG software and scanner hardware to run and display
using the Real3d/intel chip. This is all old stuff so I dont have
the urls bookmarked but it was all discussed on SI way back.

I think this is the extent of the original involvement. It may be
that once they got talking, Real3d got some ideas from RTG and
used/will use them but I see no evidence for this whatsoever. Its
more like this: since 3d hardware varies all 3d software has to
be customised with drivers for each card out there. RTG have a 3d
product and will have to write drivers for all the main manufacturers
at some point. Since the 740 has trilinear and other fancy stuff
from Lockheed Martin, and since intel should get immediate market share, it was as good a place as any to start. Perhaps well-matched
since RTG software does sophisticated `dymanic resolution' and other
things. And then Real3D paid them or rather invited their engineers
from RTG to come up and talk to them about it.

What its about is that when intel launch the 740 they will want
as soon as possible to be able to point to demos or products
optimized for it. When they came out with MMX, MTLS was one of the
first to announce that their product `Goo' was optimised for MMX.
They will be using RTG products in the same way to lend credibility
and excitement to the chip. So i think the deal benefits and is
paid for by real 3d/intel. For RTG (unless they want to throw away
the market of millions of users with other eg SIII or ATI chips)
its just one of many graphics chips they will have to write
software drivers for. Their probably not near to products yet
anyway at the consumer end so the real3d was a bit of `forward
planning'.

Thats my take FWIW. I could be wrong (someone correct me), but I think
one cant read more into it for benefit to RTG/MCRE (I wish one could)
at the moment. The best one can say is that it will be good publicity
for RTG products when they are released and if intel chip is a hit.

Shahn
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