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

To: Gopher Broke who wrote (10396)	1/29/1999 6:37:00 PM
From: timbur	Read Replies (2) \| Respond to of 16960

Gamespot soon to do a feature story on 3dfx Taken from a Gamespot (www.gamespot.com) banner: The Story of 3Dfx Reality comes knocking, and we'll have the behind-the-scenes story of the trials and tribulations of 3Dfx Interactive. What do you suppose they mean by "Reality comes knocking?" Must be the 3dfx-STB merger. To me, the merger is not an act of desperation by 3dfx, which is the connotation I derive from "Reality comes knocking". No, the merger is 3dfx realizing that they can 1) Increase margins while also lowering average retail selling price. 2) Improve OEM acceptance (This would improve regardless of with whom they merged, but STB is especially great for this.) 3) Decrease reliance on the best 3d chipsets. OEM parts for large hardware vendors (Dell, IBM, Compaq) are usually not the bleeding edge, at least for the bulk of the orders. This allows for catch-up time if needed. Revenue will not be 100% tied into the graphics market due to the increased product range of STB. 4) Leverage their well-deserved brand name at the retail level, and get more of the benefits from it due to the increased margins. Unfortunately, this works both ways. No longer will we have those articles which compare "Which Voodoo2 should you get?" when they're all basically the reference design. No longer will Creative, Diamond, and 20 other companies all be advertising and putting out press releases and new drivers, increasing the consumer awareness. No longer will there be 5 different V2's to purchase at CompUSA, each requiring product space. But I'm betting they'll be able to overcome these negatives with increased and improved advertising and improved retail distribution from STB. PS: I'm glad Banshee and V3 x000 won't do SLI. No more 2-headed monkeys! Here's question for ya: If you had to write the arcade conversion for it, which movie starring Bruce Willis would require 6 Quantum X24 SLI V2 cards? Cheers, Tim