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

To: Steve Chang who wrote (12815)	5/20/1999 12:54:00 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 16960

>> They are trying to relegate TDFX to the "gaming ghetto". Since their pre-ipo days, nVidia has been maintaining "buy 3dfx for games. And buy us for everything else". The thing is, that I actually agree with 3dfx's opinion that most home PCs are just entertainment centers and as such game performance is very important. The danger in 3dfx's marketing campaign is that you don't want to be associated with only games to the exclusion of everything else. In other words, you don't want to imply that you don't need 3dfx if you are not a serious gamer. As an example, a friend of mine wants to buy a PC so that among other things, he can upgrade his computer skills. I suggested that he'd buy a V3 card. He called me back a couple of weeks later and said that everyone he talked to has tried to talk him out of it because they say that 3dfx is just for games. This is a serious danger facing 3dfx's marketing. You cannot be everything to everyone, but you do not want to be too narrowly associated either. Sun Tzu

To: Steve Chang who wrote (12815)	5/20/1999 12:55:00 PM
From: Chip Anderson	Read Replies (1) \| Respond to of 16960

Re: "Gaming Ghetto" LOL! Is that like the "Gold Mine Slums"? I guess when you lose the fight for the high ground, you start saying "Ah, we didn't really want the high ground anyway. We like this l-o-w ground much better." Gaming/Virtual Reality/Computer Entertainment is an area that will continue to grow as low priced computers continue to enable more people to join the fun and as more convergence products appear. For me, TDFX is an investment in that fundamental belief. Will people make tons of money in this area? That's a different question (depends alot on margins and distribution channels). But it is no where near being a mature market segment. Chip stockcharts.com