3DFX Message Board - Msg: 5414763

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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (6017)	8/5/1998 9:47:00 AM
From: c-horse	Read Replies (2) of 16960

P.S. I'm truly baffled that I'm the only one that sees an economic benefit here. Don't be. The arguments are solid in both directions on both sides. You could credibly argue that tdfx should grow vertically past the boardmakers and into branding of their own boxes - after all, how many people buy pcs primarily to play games. Think of all the revenue they would have - billions with a B. Or you could argue that going in the other direction makes sense - after all, there's a lot of money to be saved by fabbing your own chips. The opposing arguments about the downside of both directions are equally compelling. My 3 cents - TDFX should continue through this XMas and next building mindshare dominance as THE supplier of chips to graphic boards. After investing that time entrenching as an OEM player with a Banshee successor (that allows for voodooII-esque SLI-ish add-on) while maintaining the high-end dominance already earned and enjoyed, then tdfx should move into the board-market. After it becomes a no-brainer. Until then, let the board makers "fight in the pit for the meat". c-horse

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