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

To: Patrick Grinsell who wrote (10680)	2/14/1999 1:49:00 AM
From: Patrick Grinsell	Read Replies (1) \| Respond to of 16960

New Quantum3d stuff... techweb.com Fujitsu funds graphics-chip start-up Mark Hachman A number of marketing employees have left Fujitsu Microelectronics Inc. to form Fathom, a chip company that will be tied to add-on card maker Quantum3D Inc. Fujitsu will initially maintain a 50% stake in Fathom, which will design graphics chips for Quantum3D using Fujitsu's intellectual property, Fujitsu said. The transition is being facilitated by Techfarm, a venture-capital firm headed by Gordon Campbell, who is also chairman of 3Dfx Interactive Inc. 3Dfx has previously supplied graphics chips to Quantum3D. It is not known whether Fujitsu intends to remain in the graphics-chip market. I know 3dfx was in negotiations with Fujitsu regarding geometry accel. about 6-8 months ago. (See the stuff on their pinolite.) I don't know where this new company fits in, but I wouldn't mind somebody here putting some of the pieces in place for me. 3dfx and Quantum3d are very tight, so I suspect there are some serious undercurrents I'm missing. Pat

To: Patrick Grinsell who wrote (10680)	2/14/1999 10:24:00 AM
From: Joe C.	Read Replies (1) \| Respond to of 16960

The V3 is also starting to show the difference. CompUSA seems to have an exclusive on the 3500 at retail. If true, I'm sure that TDFX is getting a good margin on that board. ECommerce retail approach means low overhead, more good margins. Selling to the retailers that have 3Dfx aisles solidifies branding efforts. Based on PR, it would seem that they are getting first dibs on the product. TDFX can control distribution to get the maximum leverage. I suspect that the gaming bundle will be awesome - leveraging their close relationships with the software makers to get "just released" type software. In the past, all the seperate boardmakers had their own deals and sales volume was a pecentage of total. Now, one deal gets you major volume. Great for TDFX to negotiate price, great for software maker wanting high exposure to their product. If I recall correctly, most games don't sell nearly as many copies as the potential volume numbers that V3 will generate. Add in the points you made about driver support, development and testing and you have a highly focused, cost effective approach to the gaming package. Sometimes I feel that I'm the only one that sees how awesome this can all be. Reality is a few weeks/months away with an admittedly marginaly improved product as the first test to get all the kinks out. Next wave will be a brand new next generation one year ahead of the competitors revolutionary new in your face just look at what the future of 3D is all about type product. Next wave is long term capital gains country for me and I can't wait. Joe C.