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

To: Pierre-X who wrote (4031)	6/16/1998 10:25:00 PM
From: Matt Webster	Read Replies (2) \| Respond to of 16960

Pierre, I think you are not as well informed as you think. Either that or you are so confident in your beliefs that you can't consider scenarios in which you are wrong. RE: the 3D user interface: does audio add anything to the interface? Many people failed to see how audio added anything when Creative was marketing the first Sound Blaster. What about the little wheel on the mouse? Does that add anything? Do you believe in improvement? Do you think Motorola has been a good long-term investment? I mention them because they make the StarTac phone I mentioned, and more generally have been a leader in cellular. If I was in Motorola at the beginning of the cellular technology rollout, would I have made money? At that time, people probably said, "Why do we need the phone to be mobile? It's big and clunky. It's too expensive." They didn't envision that many of us would be blessed with a bill every month for cellular service. The same thing occurred with the phone itself when people said, "Why can't we just use the telegraph?" As for textbooks, do you think many people read economics textbooks? They are rather a niche market, since most people have no use for game theory or other abstract theories. Yet, when Prentice Hall or whoever prints the latest version of Kreps or some other classic, it is a profitable enterprise. If it wasn't they wouldn't do it. Is publishing too unexplosive for your attention? Similarly, do you think it costs $50 to make a fancy Swiss Army knife? These are profitable, non-mainstream ("100 million unit") markets. Sheesh. As for the domestic PC industry, your data is also incomplete. I don't doubt there have been 200 million PC's shipped. But 20 million of those were from Commodore in the 1980's. Who cares about that? As for the other figure, 100 million units for a population of, oh, 6 billion? I think we have a lot of room here. Heck, most of the world hasn't even made a phone call! It's obvious that you do not believe in TDFX's fundamentals. I imagine you are short it or just spectating. Or perhaps you are a trader. If you are any of those, your opinion really doesn't matter. Please let me know when you have some positive information to contribute. In the meantime, I will cease trying to convince you that there may be spectacular products that follow from TDFX's work. For the rest of us, those of us who are gambling that something interesting is happening in 3D and TDFX, we'll go on. Matt