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

To: Michael G. Potter who wrote (8357)	10/16/1998 11:36:00 AM
From: Marc	Read Replies (2) \| Respond to of 16960

You have no idea how happy i am to hear you say that Michael, then you will have to ask Ballard why if your below explanation is right(and i listen to the CC) he didn't mention 3Dlab, Nec,Matrox Number Nine, and INTEL Why did Ballard Mention only 3 main competitor(ATI, S3,Nvidia) Not quite the best comparison to make. In the chip business, technology sells, especially in the add-on market. All of the companies that were listed had or still have a chance to come up with the next best thing. There are fabs that can make the chips for them so they do not need an expensive assembly line. What 3dfx (and they other main competition that was mentioned in the conference call, I would've added neomagic to Ballard's list) have done is stay ahead of the other firms through better products and better marketing. Without a hit product to give them enough money for the next generation, most of the competition has been leaving the market. This may not mean all that much for market share or units sold (face it, the big companies always had most of that), but it does allow more flexibility is pricing for the survivors. Michael

To: Michael G. Potter who wrote (8357)	10/16/1998 12:40:00 PM
From: Marc	Read Replies (1) \| Respond to of 16960

End of discussion for my part. I didn't say that Intel is competition. 1-Ballard say last year we were 30 2-this years, about 3 remaning (s3, nvidia, ATI) 3-I Ask can you name 20 or 15 i don't remember 4-My good friend CR does a list of 20 company 5-I said this is not competition for 3DFX 6-Then you join in and say that my comparison with lada and porsche makes no sense, and the list was ok. All of the companies that were listed had or still have a chance to come up with the next best thing 7-I say if last years competition includes SIS in Ballard list how come he didn't include Matrox and others in yesterday list, only that, nothing more. All of the companies that were listed had or still have a chance to come up with the next best thing Why don't you post your theories on why the 5 others you listed are so important. I'm particularly interested in why you think Intel is such an immediate threat I HAVE NEVER, NEVER SAID THAT, YOU SAID THAT In the chip business, technology sells, especially in the add-on market. All of the companies that were listed had or still have a chance to come up with the next best thing. I tought you include Intel there but sorry if i didn't understand. MArc Don't tell me this is my english again