Riva 3D heeft een editorial gepost over de toekomst van 3dfx. Volgens Riva3D zal 3dfx z'n strategie aan moeten passen om niet in moeilijkheden te raken. Riva 3D trekt hierbij een vergelijking met de positie van IBM aan het eind van de jaren '80:
What happened to IBM when they tried to introduce their own proprietary Microchannel architecture bus to replace the aging XT bus serves as a classic example of what can go wrong. IBM basically owned the PC market, with the success of the PC and XT series of personal computers, until faced with clone manufacturers who provided a cheaper alternative to IBM's premium priced PCs. While the rest of the PC industry began knocking out the specs for the next generation bus, IBM relied too heavily on their brand name as they tried to recapture the corner on the market by creating their own bus. Initial support was good due to IBM's developer support program, but as support for their competitor's AT bus grew, the Microchannel architecture eventually flopped. Big Blue almost took an unrecoverable fall as a result. Had it not been for their diversified product line, IBM might very well have died right then and there.
3DFX now appears to be in a very similar situation. While the rest of the graphics industry focuses on optimizing their products for D3D and OpenGL feature sets, 3DFX will have to execute their business model flawlessly in order to avoid failure