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

To: Marc who wrote (13406)	6/23/1999 8:29:00 AM
From: Scott Garee	Read Replies (1) \| Respond to of 16960

Here's my favorite section from Marc's link: . . . But before you dump on nVidia, remember that Diamond provides just a tiny fraction of nVidia's revenue. According to nVidia, 90 percent of its sales come from OEMs, an area in which Diamond is practically non-existent. And in the retail channel, Diamond's Viper V770 sells less than the Creative Blaster, both of which use TNT2 sets. nVidia dimisses [sic] today's announcement as less of an issue than 3dfx's purchase of STB. "And that wasn't an issue at all," nVidia's Bivoli says. Mercury's McCarron suggests that nVidia may take a look at buying Creative at some point, but again, why bother if they're the only ones left anyway? In fact, S3 may try to buy nVidia itself, McCarron says. "That's the rumor that was going around six months ago," he notes. It's like one of the little puzzles in the Sunday cartoon section.: How many lies, half-truths, and evasive statements can you find in this text? I loved this one: ("We have award winning graphics," says Dan Bivoli, nVidia's vice-president of marketing and Potshots at Competitors. "S3 is even further from award winning graphics than 3dfx is.") There was also this quote on the DIMD board from a Street.com article: And last week Merrill Lynch analyst Bernard Tan cut his rating on Creative, citing competition from the likes of the 3Dfx/STB combination, which Tan said "has proven stronger than expected and is putting pressure on Creative's graphics shipments and pricing." Now there's some real news!