S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

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May 12 5:00 PM EST

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To: mark doubiago who wrote (12372)	12/14/1998 8:03:00 PM
From: Synapsid	Read Replies (2) of 14577

The 3Dfx/STB deal must be a massive shock to the industry. It completely alters the landscape. For example, Diamond, several times larger than STB and the leading global brand shipping millions of units, has been introducing the (3Dfx Voodoo Banshee based) Monster Fusion product as their only mainstream, mid-range product. The product is already late, leaving a massive gap in Diamond's product offering. They are completely screwed, they will be scrambling to bring alternative products to market. Perhaps, NVIDIA and others (such as S3) have more to gain than to loose as a result of the deal. Other players such as Creative face the same problem as Diamond.

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