I agree with everything you said, except the vindictive part. To begin with there are law and law suits to prevent nVidia from such actions. In addition, given that 3Dfx via STB has a good chunk of equity in nVidia, I think Creative would rather want to be nice to 3Dfx for now, *if* they want to gain a controlling interest in nVidia.
Having said that, the risks have considerably increased, as have the potential rewards. I still don't know enough to evaluate the situation, and unless I get a clear picture within the next week or so, I'm closing my remaining TDFX positions.
BTW, STB invested $3 mill. in nVidia, as did Creative. Does anyone know what percentage of equity in nVidia the 3 million represents?
Sun "where is a Wall St. analyst when you want one" Tzu |
