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Technology Stocks : 3DFX

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To: Pierre-X who wrote (4036)6/16/1998 11:26:00 PM
From: Frank Sheridan  Read Replies (2) of 16960
 
PX - I must admit I'm somewhat confused about your views on TDFX and 3D in general - I can understand being skeptical about the potential for growth / upside in the 3D market, I share some doubts myself. But, if you think that 3D is something you want to invest in, how could you consider investing in companies other than TDFX? I don't see ANYONE else out there seriously competing with TDFX as far as market share / mind share / technology goes. Am I just fooling myself about TDFX being the most likely to win in the 3-D acceleration arena? Do you really think that TnT, Glaze, or Savage can really seriously take on TDFX in this market at this point? Personally, I just don't see it. If Diamond decides to stop shipping TDFX based boards I'll be the first to rush for the exits. Until then, still long, still waiting....
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