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Technology Stocks : GTIS - Will it be a Phoenix or not ? -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (1833)	3/24/1998 6:23:00 PM
From: Chris McConnel	Read Replies (1) \| Respond to of 2319

>>> I considered investing in 3dfx late last year <<< How about S3, would you short them, given their rise today? There suppose to be coming out with better integrated chips, but they are way behind in 3d performance. >>> Some things I've read suggest that even with the latest SGI/Mr. Softee deal over OGL (I think I read in Boot that this was merely a MS salvo against Unix, rather than an attempt to appease developers) <<< MS credo: Assimilate and infiltrate, then destroy. They're gonna turn Java into Visual Basic, so watch what they do to OpenGL (though they did a good job with Apple on OpenType). Unfortuneatly SGI has little choice at the moment. They are going into WinNT hook, line and sinker, and then CPQ will come in and wipe them out. - Chris

To: Scot who wrote (1833)	3/27/1998 2:44:00 AM
From: RJC2006	Respond to of 2319

About vid chips on motherboards. One still needs to look at the logistics of the situation. True, an Intel motherboard 3D chip set would spell trouble for 3D card manufacturers. But what really is the reality of the situation? Has Intel cornered the market in processors? No, they have a very large percentage but I have two desk top boxes that run great and not an Intel chip in either. Cyrix 150+ and a K6 in another. Couldn't be happier. I suspect there are others like me. As an aside, I also feel that the K6 is making some inroads in non-PC markets, namely telecommunications applications where processors are required. The price margins are so slim anything that can save a buck is a viable alternative. The long and the short of it is the market is expansive and no one company can cover all the bases. Now where 3D motherboard chips are concerned, the decision will have to be made--are they soldered or pressed? Soldered means if you want a better chip you have to buy a new motherboard. Not exactly the best path to take. How much upgrading is Intel going to get out of that? Very little. Which leaves plug-in. When Intel starts down this path, do you think that the 3d card manufacturers aren't going to pump out alternatives to Intel's offerings? That would be my guess. And at some point why wouldn't foreign manufacturers eventually do an end around on Intel and team up with 3D chip manufacturers to offer such motherboards that will accept plug in 3D chips? The way I see it, Intel can always grab market share but I can't see them monopolizing it. I don't take away from Intel's muscle but let's face it, they've had some significant jumps on the competition in the past and have as yet not crushed very many of them.