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

To: Marc who wrote (13574)	6/30/1999 11:51:00 AM
From: Plaz	Read Replies (1) \| Respond to of 16960

I don't understand what you mean by this comment: Why the fu* did they buy STB to make V3 with fan that takes 3 PCI slot for the OEM market* Could you please explain this again? It makes no sense as written... The Intel 810 chipset could have a large impact on the motherboard integrated video chip market (in which ATI currently does very well). You can get almost TNT-level 3D for very, very low cost. This certainly beats the 3D Rage Pro stuff. But I don't really follow ATI that closely; maybe their next MB product will have rage furry level performance? If so, they might do OK against i810. But there's no doubt that i810 is focusing squarely on their core market. That can't be good, any way you look at it. Plaz

To: Marc who wrote (13574)	6/30/1999 12:14:00 PM
From: Jeff Lins	Read Replies (1) \| Respond to of 16960

Marc, I know your position on ATI, and indeed I certainly have respect for them as a company. But you must admit that the majority of their graphic chips are shipped based on their position as a cost/performance leader coupled with their relationship with the OEMs. IF intel integrates decent graphics performance- and I don't see why they wont- then the cost/performance curve likely shifts to Intel. And they have pretty solid relationships with the oems too. And if it is integrated with the low end chipset, then there is no decision necessary by the oem. Graphics come free. Now, things could always look better for TDFX as well. BUt I think taking the higher-tech ground is good for us...for now. Eventually, graphics chips will be faster than the apps they process (or at least the vast majority of apps-...eventually), and then you get to where Intel is today...high end competing with a VERY capable low end with little differentiation between the two. For now though, there is differentiation, and TDFX has ATI beat in the "brand thing" as well. Sorry for the rambling, but in the short run I see potential problems for ATI at the motherboard level. And I think ATI knows this, and knows that they cannot keep growing their traditional graphics chip revenues at the same rate as they have...which is one of the reasons they are, wisely, diversifying into other graphic related areas...