3DFX Message Board - Msg: 9465738

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Technology Stocks : 3DFX

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To: Sun Tzu who wrote (12436)	5/11/1999 2:12:00 PM
From: benwood	Read Replies (1) of 16960

- Did not put a collar on stock price for the merger Disagree; this is a bargaining item and how do you know that they didn't try? I would suspect that the STBI board would have stood up for it's shareholders and insisted that they reap an equal percentage of the benefits of a merged company. - Announced the merger with STB without considering the TNT inventory at STB or their existing contracts with CREAF and DIMD How do you know how they did or did not consider this? Were you at the internal meetings at TDFX where they presumably kicked around their ideas and thoughts, or at meetings between TDFX and STBI where they discussed the merger and gameplan? I also don't agree with the frequent requests that they divulge their roadmap for competitors to view. If you are king of the mountain like Intel, you basically have nothing to lose since the competitors can't expect to catch up based on R&D expenditures etc., and they everything to gain by thrilling the investment community. TDFX, on the other hand, cannot enjoy that luxury yet since they actually still can be overtaken by their competitors and likely want to keep them guessing. I suspect the V3-3500TV caught nVidia and ATI off guard, and I like that.

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