Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick Grinsell who wrote (13714)	7/14/1999 3:18:00 PM
From: John Farrell	Read Replies (1) \| Respond to of 16960

Let's see... selling as many products as possible is a bad thing? Okay... I realize that 3dfx probably makes less an OEM board than a retail board, but this is only a "option", not shipped with every box of that model Compaq sells. If CPQ or 3DFX was all that concerned about the quantities available, neither would have done it. Remember, having demand for a product is better than not having it. STBI had a long history of supplying CPQ with graphics boards, whether it was for the MVP line for Workstation products (S3 parts, Nvida parts) or the consumer line (TNT). Last I checked, CPQ was still a Top Five OEM, and with V3 available from DELL, CPQ and GTW, even if they are small deals, they are major OEMs. Did you want OEMs or not? -John

To: Patrick Grinsell who wrote (13714)	7/14/1999 5:06:00 PM
From: Yeagher	Read Replies (1) \| Respond to of 16960

"Sounds like a giveaway to get in the OEM door. This OEM deal sucks." But are you surprised? I'm not. It may take a while to build the right kind of relationships with OEM's. 3dfx may think this is a necessary price to pay to get their foot into the door, before they stride through (maybe I feel a little hopeful :) ). They also showed they're not liars by getting a 3rd tier 1 OEM. Of course, this kind of deal 2 quarters from now won't cut it.