3DFX Message Board - Msg: 9300075

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Technology Stocks : 3DFX

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To: Michael G. Potter who wrote (12212)	5/3/1999 10:31:00 PM
From: Patrick Grinsell	Read Replies (1) of 16960

To the esteemed monsieur Potter: ATi proves that you don't need the best tech to win OEM contracts. Right you are. ATI success is the key to understanding how the OEM industry works. I have a pet name for it, "silicon independent sales". The silicon needs only be good enough. I think that price has been THE primary factor in their rise to the top. Vertical integration has allowed them to produce low cost boards/chips and economies of scale have allowed them to press their momentum even further. FYI, Dave Zacarias said that aside from the 4.5 million one-time expense that there will be a 2 million dollar quarterly hit for the acquisition for the next 18 months. I didn't follow up with what happens after the 18 months, but I wasn't really interested either. I figure I'll cross that bridge when I come to it. Hope this helps for your analysis. Pat

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