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

To: JAG who wrote (12643)	5/17/1999 6:20:00 PM
From: Steve Chang	Respond to of 16960

> No one is answering my question: > Why did Dell, Compaq, and Micronics select TNT2 over Voodo3 if > Voodo3 is sooo much better and sooo much cheaper. References to TDFX's price/performance refer to the _retail_ market, not the OEM. As to the question: Why hasn't TDFX gotten any Tier 1 OEM wins? That's the $100 question. People who are long are betting/hoping that TDFX has chosen not to participate aggressively in the OEM market because they are supply constrained and therefore selling into the more lucrative retail market. No one knows the answer for sure, but the upcoming quarterly report may shed some light. > I thought one of the major reasons for TDFX buying STB was > to get all of those OEM design wins.

To: JAG who wrote (12643)	5/17/1999 6:29:00 PM
From: Patrick Grinsell	Read Replies (3) \| Respond to of 16960

Why did Dell, Compaq, and Micronics select TNT2 over Voodo3 if Voodo3 is sooo much better and sooo much cheaper. Micronics is a subsidiary of Diamond Multimedia. Micron Electronics is the PC arm of Mircon. Dell and Compaq are upgrade options, not standards. Maybe you should be asking yourself what the standard graphics cards for those machines are? And the answer is...ATI. /patienceoff This kind of sniping garbage belongs in graphics newsgroups, not this thread. Clearly you are a gamer who invests with his joystick instead of fundamental financial sense. A term I coined a while back, Lamer Gamer: People who evaluate a company based on how well their product runs the latest game. To discuss the fundamentals of a company you need to know not just the technology, but branding, costs, margins, revenue potential, OEM acceptance (which in many cases has nothing to do with technology), and time to market. Oh yeh, PGP sucks ass. Look back in this thread a month or two to find out why. Now do you have anything useful to add or are you just trolling around? /patienceon Pat