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: Michael G. Potter who wrote (9598)	12/14/1998 10:17:00 AM
From: Scott Garee	Read Replies (1) \| Respond to of 16960

I did think of one thing that might make this deal more palatable. Maybe TDFX will commit to not having a retail presence, since STB doesn't have much of one anyway. This still kills DIMD and CREAF OEM deals, but leaves them the retail market. Oh man, can you imagine the atmosphere over at NVIDIA this morning? Any guesses what they'll do with all the bricks found lying around on the floor?

To: Michael G. Potter who wrote (9598)	12/14/1998 10:41:00 AM
From: Bob Howarth	Read Replies (2) \| Respond to of 16960

Once the price settles down I think I will get back in. This deal leverages the TDFX brand away from CREAF, DIMD, etc. Either they have a brand or they don't. They could do an internet portal for direct sales for retail vastly increasing profit margins. They can focus the ordering of chips without having to guess what games CREAF, DIMD etc are playing. They can make sure the drivers are PERFECT right out of the shoot. They can grow the company in a step by step fashion, as the entertainment market expands. And of course they have the system set up for OEMs. The timing is the only risk. If something weird happens and the deal does not go through, V3 will be very lonely.