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To: Dale Baker who wrote (548)	2/23/1998 11:22:00 AM
From: jgideon	Read Replies (1) \| Respond to of 118717

> With the competition from INTC dragging TDFX down, > I don't see TDDDF doing much better. I have to respond emphatically that the INTC chip does not, will not, and can not compete against the TDFX chip. The serious gamers out there will buy the TDFX chip. Now, in terms of marketing, INTC has leverage very few others could hope to aspire to. Reminds me of the "huge threat" INTC posed to 3COM last year when it was supposed to get into network interface cards (NICs) in a big way. What percentage of the NIC market does INTC now have? Very small. Still, as investing involves the streets perceptions, and not necessarily reality, INTC can never be discounted. jg