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


To: Steve Chang who wrote (12861)5/21/1999 12:23:00 PM
From: benwood  Respond to of 16960
 
<But, if TDFX's branding strategy continues how can they get 25-50%
penetration? >

Just my WAG... but I happen to think that 3D will be on 100% of new computers within a few years, so that means they'd have 1/4 of the market. Perhaps at that time "standard" 3D support will come on the MB, though, and thus give "us" only 25% of the smaller video card business, which might be just 1/2 the overall shipments, plus our share of the MB market (via STB).