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Technology Stocks : 3DFX
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To: Chip Anderson who wrote (4560)6/22/1998 5:17:00 PM
From: James Sinclair  Read Replies (1) of 16960
 
Since Diamond DID announce they were coming out with a board, I'm
assuming you're dissapointed by the lack of a 'blizzard' of joint
announcements. I agree it would have been nice, but I'm not sure
how much of a difference it would have made.

As for CPQ and DELL, I'm not familiar enough with
the industry to have a feel for how typical it would be for one of
them to make a big announcement about the inclusion of ANY new
3d party device in their machines. I've got a Matrox video card in
my Dell here at work; did Dell put out a press release announcing its
selection as a standard component? I sort of doubt it.

If Banshee really does as well on the benchmarks as some of the
graphs I've seen today suggest, the OEM deals will come, the earnings
will increase, the analysts will claim they knew TDFX was a great
company all along, and the stock price will get back to where it
belongs. In the mean time, I'm going to enjoy the summer.
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