First of all, appreciated very much for your comments on SIII, especially for your chart analysis. Yes, SIII chart looks very ugly. However, I didnot agree with your point about SIII future.
Everyone knows the graphics market is growing very fast. With increasing the huge market demand, how came the SIII would be down?
Who will be able to defeat SIII? Is that Intel?
I know Intel started to work on 3D chip last year.But, INTC was using quite old technology to make 3D chip. For my understanding, INTC just
tried to integrated 3D chip with something else. You can image how is about the 3D chip's performance. Meanwhile, INTC is quite big company,
and thus cannot work it out very quickly and efficiently. IMO, it would better talk about INTC threat next year, not now.
The real threat to SIII will come from TRID, if TRID would have capability to make big volume production. In next 2QTs, we will see it. What I believe is: SIII will be up in stock price early or late, as long as the huge market demand for 3D is true. |
