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Technology Stocks : 3DFX

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To: Pierre-X who wrote (4643)6/24/1998 2:23:00 AM
From: Chip Anderson  Read Replies (1) of 16960
 
PX,

Re: Notebooks - Business Presentation Graphics is a big deal these days. Lots of notebooks are carried by corporate sales forces (been there, done that!). When PowerPoint 4 came out several years ago and created a whole new look for sales presentations, it helped to boost demand for laptops tremendously.

Today, PowerPoint presentations are looking kinda tired. Lots of people joking in the hallways about them (very Dilbert-esque). With every company dying for something that make their presentations stand out, this niche is ripe for more innovation. And while this may be grasping at straws (hey! I'm long TDFX aren't I? ;-), I believe that a 3D accelerated business graphics program will appear soon and significantly increase the demand for 3D accelerated laptops.

The bigger issue is "Will this help TDFX any time soon?" You could be right that another company will move in and lock things up, but TDFX needs to find additional niches outside of gaming for their chips and this is a potentially big one.

All IMHO of course,
Chip
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