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: Scott Garee who wrote (7474)	9/21/1998 6:12:00 PM
From: Tae Spam Kim	Respond to of 16960

3dfx may have sued at the perfect strategic moment. Nvidia being sued left and right (SGI also). It's IPO prospects in trouble (the volatile market). And now when OEMs board makers are ready to sign on for HUGE Q4 shipments. Think about it, with Nvidia's legal troubles.. If I were an OEM and I needed a steady flow of millions of graphics cards for Q4, do I sign on with Nvidia TNT which might be legally barred from selling if TDFX wins? Eeks. Tdfx. You devious rascals you. Just waiting for the perfect moment. I don't know if I like these "war"-like tactics or personally support them. But I guess business is WAR, no? -Tae Kim

To: Scott Garee who wrote (7474)	9/21/1998 6:26:00 PM
From: Frank Sheridan	Read Replies (1) \| Respond to of 16960

Scott: you are right about cars - that was a poor example. However, who won the processor wars, Intel or Motorola? Who had the better architecture? Who had the better features? Who won the war? Another example - what is the more elegant design for a network: Ethernet or Token Ring? Which approach dominates today? It doesn't make me feel good to state this unpleasant fact, but it sure seems to me that the technically inferior products seem to win more often than not against their technically superior competitors, and this is because the inferior products are cheaper. Cheap seems to win in the long term over quality. Not that I like this at all. Its just how the marketplace seems to work. Believe me, if I had anything to do about it companies like TDFX would be the big winners and companies like Intel would be the losers. But the marketplace has chosen to reward Intel and punish TDFX. I wouldn't mind seeing TDFX do well in the future, but at this point I have given up on them. Actually, I have come to the conclusion that any chip company is probably a bad investment from here on out. It seems to me that the chip industry has become a lot like the disk drive industry. That is, a very competitive industry with a very few deep pocket players who can afford to do business on razor thin margins. At this point in time I'm looking more to box makers like CSCO and DELL for future profit potential. Chip companies are going to be a hard place to make a lot of money IMHO. Regards.