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Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
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To: Steve Porter who wrote (31408)4/7/1999 10:03:00 AM
From: SBHX  Read Replies (2) of 33344
 
Steve

I agree in general terms with your analysis. However, there is one thing that has kept graphics different from other integrated technologies like the IDE disk controllers in the past and that is that there are basic new apps that simply won't run at an acceptable rate on the integrated systems (so far).

I question the clear cut equation about the chip-on-MB market being just driven by costs alone. If this was true, S3 would have been a profitable company based on their sub-$10 trio64 chips. There are still performance/feature bars that you're not allowed to come below.

I'd expect that the whitney class chips will initially clean up from the bottom of the market (2D & free-D) (S3's territory) and hit a natural brick wall on market share that prevents them from gaining more. Even then, this is still going to be a significant market share, and it [might] only be a temporary stop.

Until the system with the integrated chip can play a decent game of quake3 arena at say 1024@30fps, this barrier is a hard one to cross. Of course, eventually they will do it, and if no 'must-have' killer apps shows up in the next 24 months or so that moves the barrier up, the world will belong to the integrated chips, and all the stand alone graphics chips will eventually (almost) disappear.

But anything could happen.
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