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: joel3 who wrote (7086)	9/12/1998 1:00:00 AM
From: Obewon	Read Replies (1) \| Respond to of 16960

<<3Dfx to Have Exclusive Presence at Babbages>> If true (and I have no reason to believe its not!), this is going to be a huge win for 3Dfx. Combine it with a possibly similar deal with Electronic Boutique and 3Dfx will remain in the industry driver seat as long as they put out competitive (note that I didn't say superior) chipsets into the market. I see this as being even better than just having the game distributors put the 3Dfx logos on the game packages. The fact that 3Dfx is not paying for this is even better. Unfortunately, I don't think the market will be swayed in the short term since it is looking for OEM design wins to be revealed (not hinted at by management). BTW: We are getting towards the end of the quarter and earnings warning season is full upon us. The silence so far from management indicates that previous guidance still applies of flat earnings and dropping margins due to Banshee. The lack of announced OEM wins though makes me wonder who is buying all the initial production Banshee chipsets which are supposed to be between 10-20% of revenues in 3Q98. OB

To: joel3 who wrote (7086)	9/14/1998 1:16:00 AM
From: Patrick Grinsell	Respond to of 16960

3Dfx to Have Exclusive Presence at Babbages As a final note, it looks like Babbages isn't the only one giving 3Dfx exclusive shelf space. According to Kindler, EB may well be next with some stores already providing specialized sections. The arrangement only needs to be, in her words, "formalized." It's beginning to look like a 3Dfx world, baby. This is more important than 100 good benchmarks, extra tmus, or 32 bit rendering. This IS serious! Even ATI and Matrox don't have this kind of shelf power. 3dfx may not use this as leverage, but I think plenty of developers will do 3dfx enhancements (ala Diablo II) for this kind of recognition. I think I'm even more excited about this than a big OEM deal. OEM deals will come and go, but a marketing exclusive is serious business. Thanks for the info Joel. Pat