I surly appreciate you and other guys for sharing your thoughts and the information in this post with wisdom.
For last three years, only S3 has saved me to remain in this market. When, it moves up, I love it, and when it looses momentum buyers and dives, I still love it. Why, because you and I plus all other S3 lovers know that the fundamental core of this company is solid rock.
Professionals and armatures panic in market all the time. I have the opportunity to pick up more shares as it looses attention momentarily. The momentum buyers perceive higher rate of return in other areas that we are not able to focus with our resources. Once, they are back, I sell only a portion of my shares to them at higher price. And buy some back if it slides again. I personally like all kind of stock traders in the market because they all help good stocks to move up eventually. congratulation to those who have shorted S3 for last few months. You succeeded and I have also succeeded for buying S3 at lower price.
This market constantly create opportunity for those who envision better. All I have to say to those who short S3 and to myself who sells on a rolling plan that is to watch out because the increase in the price of this stock in one trading day could be as high as $10.
The 3-D-graphic market is running at top speed. The speed of the fierce graphics-chip business can unseat rival chips in the top-selling computers every six months; 3-D graphics has almost become standard in every PC. S3 in quest of the 3-D gold rush has won the leadership. S3 shipped about double its nearest competitor's shipments ( more than five million 3-D chips for PCs). S3 has unseated CRUS; Cirrus Logic Inc. has had much greater revenues and resources.
S3's tactic of a low-brow approach made them to stand out among all 3-D-chip makers. Game makers need to customize their software for each of a dozen or so 3-D chips on the market. S3 has effectively stepped into this area and has spent $8 million, attracting game developers to customize their games for S3's chip and advertise S3 compatibility on their retail packages. The top 10 U.S. PC makers are not stupid to abandon S3 for another expensive chip or the Intel's chip, assuming Intel decides to loosen up the battle ground with AMD and start a new battle with S3.
There are more than 20 games, many of them air-combat battles such as Interplay Productions Inc.'s "Descent II, " have been already customized to run on S3's chip. This game is included in 8000 series of Compaq Presario. Intel should focus on its core business and learn from other giants' previous mistakes!
I own 200 MMX Compaq Presario 4784 that comes with S3 chip. MMX is hype; true that it enhances. However, microprocessors already carry a heavy load, acting as the central traffic cop in a PC and controlling a wide variety of operations. Can they eliminate the need of graphic chips. No Way! The 3-D chips that mainly handle graphics, do not perform as many functions. Intel can improve its microprocessors 20% to 40% a year (e.g.; 200 MMX enhances only 20% ), but the voracious requirements of 3-D graphics will increase 90% a year. S3 by supplying chip performance that Intel can not match in its microprocesses, would have permanent place inside the PC.
S3 has entered into corporate and mobile marketplace to broaden the 3-D impact. This 3-D graphic chip technology has sky as limit to grow. The more you add, the more users appreciate it. I watched "Toy Story" movie four times with my 8 1/2 years son. Think of "Toy Story" on PC. INTL, AMD, or CYRX should stay focused in their core businesses and either make an alliance with S3 or buy them out to have upper hand among their competitors.
Again, this stock can jump very high in one single trading day. I admire those who short S3! You have guts!
No body knows what a hell is really going to happen in our future economy. We (armatures and professionals) speculate only. S3 and many other semi stocks have beaten lately; graphic chips stocks especially. Other areas have been more lucrative apparently. Good investors make calculated judgements regarding companies by investigating thoroughly their inside and out businesses. You guys did hell of a good job by discovering this company. All stock market investors, big and small, professionals and idiots, know that there are up and downs.
S3 may soon announce its annual meeting's date. It will be held in San Jose, California. It is a great opportunity to be there. Good Luck to all S3 investors - long or short. You both help S3 in long run. |
