S3 (Multimedia semi's place 2be) Message Board

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Technology Stocks : S3 (Multimedia semi's place 2be)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

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To: Terry Davis who wrote (8537)	4/3/1997 3:59:00 PM
From: stockroach	of 9477

Terry, Thats just it, the market is growing from 8 million chips to 25 -40 depending on who you listen to. S3 has stated publicly that margins are going up. As for market share they seem to be keeping at least 50%. The pricing presure they are seeing from CRUS is being offset by the cost reductions from their fabs. S3 may have lost a platform here and there at some OEM's but have pick up a couple platforms also, see Toshiba announcement. Compaq announces systems on 4-7 keep that in mind and I bet with all the Toshiba wins for desktop that the notebooks are not far behind. This is a seasonal thing, go back and look at the chart for 96. Looks very simular for what is happening now. 2nd half of 97 will be strong for S3. Analyst for IBM said the same thing this morning. S3 will still grow 25% in 97, not many companies doing that with a PE of 12. Grogg

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