S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

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May 12 5:00 PM EST

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To: James Parker who wrote (11128)	6/14/1998 3:39:00 PM
From: Allen Furlan	of 14577

Your link is to s3 page which says partners. 10 k cites two biggest customers as Synnex and CNW, two companies I havn't heard of, and am curious about, since they may be other than box makers. Compaq is third biggest with 12% in 1997. Also 70% are export sales, which argues against a near term snap back. Maybe you or someone else on this thread can explain to me why s3 is not seriously threatened by the development of integrated graphics and processor functions by Intel and others. The 10k says that a substantial portion of their sales are for the low cost PC market. How will s3 tap this market?

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