Hate to tell you guys, but TDFX is going it alone. If you think they are going to work a deal with CREAF, I think you are wrong. CREAFs spokesguy is relieved that they won't have to work V3 into the picture (nice spin, huh?).
My guess is that you will see an announcement soon, and I mean within weeks, tops, that CREAF buys nVidia- though I don't know how quiet period will affect a deal.
As for TDFX/STBI only doing OEM, it doesn't sound that way...they seem to be clear about going it alone. Why they would want to only deal with the lower margin OEM business and give up the more profitable retail side is beyond me (though as a CREAF holder, I wouldn't mind this).
Holding only a small part of my original CREAF stake....believe I will have a chance to buy it back at better price soon. Sim won't be able to hold it up on days like this much longer (at all in '98?)...and their biggest OEM graphics win looks like a one time deal, though they may be able to parlay it into a nVidia deal, since STBI will be out of that business; if they can gain some TNT OEM wins that STBI had, could be good.
All in all, I would say that this is mixed news for CREAF. They may be able to capitalize on it if they buy nVidia. TDFX wins, CREAF wins...so...who loses? They begin and end with a D...as in Diamond... |
