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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 (1840)	3/27/1998 2:15:00 AM
From: RJC2006	Read Replies (1) \| Respond to of 2319

<<<I hope I'm the first to admit when I don't know something and I really don't know much about the 2d market.>>> What market? <g> <<<<< As far as 3d goes.....whenever I hear the word S3......I think "Virge" and shudder. It wasn't too long ago that OEMs like Dell were putting those chips in expensive computers and advertising them as 3d game machines. What a joke!>>> Was that the "ignorance is bliss" campaign? <smirk> <<<Hey, maybe things have improved, but (IMO of course) they are really behind the ball in the mainstream 3d market, especially with Intel....who can produce lots of pretty decent 3d chips at a pretty good ASP. Those chips will be soldered onto MBs or into inexpensive video cards in many computers. >>> Point well taken. Ask Accelgraphics about this. <<<I wouldn't be surprised if most new computers had video cards with decent 3d capabilities in a year. And of course you've probably read the same stories as I have that suggest it is S3 who will be squeezed.>>> Hmm, where do you live? In Silicon Valley, it's already here. If you want to know where the industry is going then just look at the mom and pop shops. The Compaqs, Dells and Gateways usually concentrate on processor speed. The small timers, in order to compete, throw their lot in on peripherals. Many of the small timers are throwing in 3D vid cards in their pre-packaged products and using K6's to bring down some of the overall cost. It's a small segment but the Intel based behemoths will eventually see that they are going to have to follow suit eventually. I suspect with 300+mghz machines now taking hold in the market, the 200 mghz range machines are going to drop in price in conjunction with price cuts in that processor market. Instead of cutting system prices substantially they can cut them less and offer more such as larger capacity drives or 3D cards. By the way, I don't think that the Fire GL is anything to sneeze at. I run the Monster 3D add-on on one machine and the Creative Labs Extreme Blaster on another. Both at $150 a shot. With that sort of price point for a stand alone card, throw a quantity OEM buy for systems on those types of cards in there and I suspect the cost is going to be almost transparent on system purchases. Just some more misinformation to consider...