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Technology Stocks : 3DFX

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To: Patrick Grinsell who wrote (13111)6/3/1999 6:50:00 PM
From: Sun Tzu  Read Replies (1) of 16960
 
A lot depends on the outcome of Computex in Taiwan this week. So there is still room to pull a rabit out of the hat. So who is going to go there and report? C'mn guys...this is more important than E3 <g>

I worry about 3dfx because

(a) I don't see them as the technology leader

and

(b) They have not announced mega OEM deals

and (perhaps most importantly)

(c) I have not heard of any major establishment among the game developers to make them an "entertainment" platform/company. [hence the management is not meeting its objectives]

What I'd like to see (in order of importance) is:

(c) some kind of deal with ERTS, SNE, INTC, and GIC which creates an entertainment platform for 3dfx. It will allow the partners in, but aims to exclude (or make it hard) for other graphics guys to get in.

(b) Deals to make Voodoo the standard on GTW, DELL, and Packard Bell home units.

(a) A scallable *and* open graphics architecture that absolutely kicks ass.

TDFX is still great value *IF* they meet their sales target. But unless any of above happen (or even better, 2 out of the 3), the devotion that people are giving it is misplaced.

Sun Tzu
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