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Technology Stocks : S3 (Multimedia semi's place 2be)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: SidStock who wrote (8015)3/2/1997 4:08:00 PM
From: Rob S.   of 9477
 
This is a solid answer to all the concerns that have cropped up over the past few months about S3's margins in the face of competition. S3 has maintained or even increased market share while they have increased margins. The threat from many of the new 3D entries has not materialized as S3 critics said it would - S3 has reduced the cost of their parts while increasing capability to meet market demand. The new "revolutionary" technology should be a very interesting development to keep S3 at the head of the pack.

The UMC joint venture provides S3 with a truly state-of-the-art functioning plant (not just talk or future capacity). This has the capability of going to 0.18 um somewhere down the road to maintain their lead in an expanding market.
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