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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (12332)5/7/1999 3:41:00 PM
From: Peter S.  Read Replies (1) of 16960
 
Jeez, Pat. What a -ve PoV. Let's put some +ve spin on that.

First, if the calculation was that simple I'd expect/hope that the $20m wouldn't have been spent.

2nd, the market is expanding. 50% US homes have yet to buy their 1st PC. Only a fraction (who knows this figure) of existing PCs have a 3dfx product inside the box, so the upgrade market is expanding too.

3rd, OEMs are influenced by the ads too. Even if it because the voodoo brand awareness has been increased. This could be evidenced by market research 3dfx brings to the OEM negotiations. The generic nature of the ads complement the new 'uncluttered' box design. 3dfx are really pushing the brand and I am hoping that Dell, GW et al will see the value in that because that's just what they do.

Just my happy-go-lucky opinion.

I do agree that the E3/V4 hype is not very healthy. It seems too perfect so in that respect it doesn't appear to reflect real-life. Not my life, anyway . It would be nice though. My advice is to 3dfx is to have a dozen boxes printed up with Voodoo4 on them and put them in their booth until the doors open at which time they hurriedly take them away. Talk about a great hype generator.

Peter S
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