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

To: Patrick Grinsell who wrote (7522)	9/22/1998 4:41:00 AM
From: Simon Cardinale	Respond to of 16960

Patrick: thanks for the info This sheds a lot of light on STB for me. I hadn't really done much research on how they achieved so much success with OEMs. Looks like the Japanese "just in time" manufacturing method. It sounds like you're basically counting on STB being bought by a chipmaker who doesn't already own their board manufacturing facilities. Is there anyone besides S3, nVidia or 3Dfx who could substantially benefit from buying them? Or do you think that someone like ATI or Matrox would buy them rather than expanding their own operations? I think in the long run buying STB makes a lot of sense for 3Dfx, though not before they've got a successful OEM line of chipsets. I'm thinking about 2000 or so. I was a little thrown off by STB's investment of $3 million in nVidia. What did you make of this? Simon