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Technology Stocks : 3DFX
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To: Paul A who wrote (12651)5/17/1999 7:49:00 PM
From: Peter S.  Read Replies (1) of 16960
 
There seems to be a mindset in general that only 1 company can make money from the graphics industry at one time. I don't think that this was the case yesterday, isn't the case today and won't be the case tomorrow. The graphics industry is contracting but I doubt that there will ever be less that 4-5 chips in the market. I also believe that 3dfx has at least as much chance to be one of those chip manufacturers as Nvidia does - especially as 3dfx positions itself for a greater degree of diversification and better profit margins.

Both companies continue to come up with good products with very little between the two. The question as an investor is, who can make the most profit from doing business.

That seems to me to be a better basis of debate than the 'you're 2nd so you lose' theory.

Peter S
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