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Technology Stocks : 3DFX

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To: Jeff Lins who wrote (9061)11/18/1998 8:16:00 AM
From: Scott Garee  Read Replies (2) of 16960
 
They are whooping our buts in the OEM arena. . .

I don't agree. Nearly every TnT OEM deal has been an upgrade option, not a standard component. I think TnT has a slight lead due to Dell (and time.) The best thing I've seen is Gateway offering both. This allows TDFX to show quickly whether they live or die based on their ability to service the OEM's. If, as we all suspect, Banshee boxes outsell TnT boxes Gateway should start offering it in more systems.

When the other OEM's see Gateway moving more systems with Banshee what do you think will be their response?
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