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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?


To: Jeffrey P who wrote (13144)6/7/1999 11:53:00 PM
From: Obewon  Read Replies (1) | Respond to of 16960
 
Re: TNT2 wins

TNT2 is an optional card on yet "another" model of PC. Didn't NVIDIA announce this over two weeks ago? Or was that the Gateway announcement...?

To tell you the truth, at this point I don't care how many computer makers make the TNT2 an option (standard is another story, I'll admit) as it has very little affect on how 3dfx does. My main concern is that 3dfx manages to integrate STB well enough to achieve the synergies that were forecast as a justification to the merger. Manufacturing is the key here as "innovation" is no longer worth paying "top-dollar" for. I expect margins to show a large improvement this quarter as operations get more streamlined or I will be very tempted to move on.

Obewon