How MicroSoft & Intel may eventually make 3DFX obsolete
MicroSoft has developed Software Tools for Developers, and 3D Drivers for Windows such that any proprietary Graphics Process such as those from 3DFX may be not be needed. That is why despite their current Xmas success, this stock is not running away ala'Rambus. Many believe that CREAF will also be under attack by this Desktop Standards approach. The idea being that you'll need only a basic sound and video card that supports the Software that Uncle Bill will impose on the industry. Intel, with the PC100mhz Bus, AGP and faster Pentiums (Mercs & Alphas) coming down the pipe, even the seperate High Speed Memory Bus Hardware on a Video Card won't be needed. Please don't flame me, or this post, I'm simply trying to inform Mr. Sandvig of this issue. I personally believe that no Software layer will displace either CREAF or TDFX, however, if you notice how MSFT does not bother supporting "everything" in their Windows NT platform, that may be the direction we'll be going, as everyone in the industry will tell you the Windows'98 is a dead end. Four years from now you'll probably have Windows CE(Appliences, CableTV, Wireless/Portable) and NT(Clients & Servers), that's it. |
