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Technology Stocks : 3DFX

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To: Steve Chang who wrote (12815)5/20/1999 12:55:00 PM
From: Chip Anderson  Read Replies (1) of 16960
 
Re: "Gaming Ghetto"

LOL! Is that like the "Gold Mine Slums"? I guess when you lose the fight for the high ground, you start saying "Ah, we didn't really want the high ground anyway. We like this l-o-w ground much better."

Gaming/Virtual Reality/Computer Entertainment is an area that will continue to grow as low priced computers continue to enable more people to join the fun and as more convergence products appear. For me, TDFX is an investment in that fundamental belief. Will people make tons of money in this area? That's a different question (depends alot on margins and distribution channels). But it is no where near being a mature market segment.

Chip
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