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Technology Stocks : Creative Labs (CREAF)
CREAF 0.4700.0%Dec 5 9:30 AM EST
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To: Sun Tzu who wrote (13593)3/17/1999 7:12:00 PM
From: Gopher Broke  Read Replies (1) of 13925
 
Go on then, an off the wall speculation. The thread needs waking up.

TDFX have realized that, even with STB producing flat-out, factors such as
- ramp-up in switching STB over to VooDoo3
- constrained peak production capacity of STB
- loss of the retail sales channel that Creaf/Dimd gave them
mean they will lose a huge market share and customer mindset to NVDA. TDFX will no longer have the shelf space that was given to them when teamed with the card producers specializing in retail sales. They must be worried that the switch to OEM sales loses them visibility with consumers.

So, they decide not to go it alone but to team up with a card maker that specializes on the retail side and does not see the STB merger, which is primarily OEM focused, as an insoluble problem for the relationship. TDFX might be able to rebuild their bridges with CREAF if they woo them with a contract to supply VooDoo3 and Rampage chips. But such a relationship might carry conditions such as dropping support for TNT2. CREAF would obviously still continue the process of talking to NVDIA in parallel with negotiating with TDFX and, as they tend to do, the negotiations between TDFX and CREAF would run right up to the wire, resulting in the last minute cancellation of an announcement about a CREAF/NVDA partnership.

Of course, the other rumor I have heard (Creaf screwed up the performance of their implementation of TNT2 and are to embarrassed to announce it yet) is rather more likely.

Or perhaps they discovered that NVDIA were being over-selective in the pre-production chips and the quality of the real thing means it cannot be clocked up to spec'd speed.

Any other suggestions?
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