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Technology Stocks : 3DFX

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To: Marc who wrote (7367)9/18/1998 12:18:00 AM
From: Scott Moore  Read Replies (1) of 16960
 
Are you aware that ATI chipsets are on the motherboards in DELL and iMac's? Do you know of one instance where a TDFX chipset is integrated into the MB?
I see some i740's on various MB's and even some old S3 Virge AGP on some MB's, but no nVidia, TDFX, Matrox....
This pretty much explains why STBI and DIMD add-on cards are no longer a big factor with the OEM players.
Unless TDFX can start getting chipsets on DELL, GTW, CPQ, or Packard Bell/NEC motherboards, it is going to be a cold and lonely Xmas.
Maybe ATI has mediocre chipsets, but at least they have the big picture.
The migration to the set-top box has begun. Pentium II's with AGP video on the MB and softDVD will be the standard for the mainstream consumer. The business models will just go one step further and have a 3COM ethernet chip on the MB also.
NMGC will have a better chance to survive the DVD migration, because of the cost issue of notebook DVD, but that too could be affected in a year or so.
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