S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

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May 12 5:00 PM EST

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To: Obewon who wrote (14486)	8/8/2000 4:17:07 PM
From: russdawg	of 14577

Obewon, I'm basically an investor, not a trained analyst. The UMC stake and the restructuring away from the pc video card was what initially attracted me to S3. Rio allegedly contributed 50% of current qtr revenues and it's just getting started and flash mem availability and pricing should be favorable for us. The networking/modem biz is just kicking off this quarter. The Via deal 'should' be settled this week or next. This webpad thing is an unknown and it sounds like a decent product, but...other folks are there and the Palm is more convienent than an etchasketch, even with voice recognition and touch typing. Buy a laptop. Keep seeing digital audio, where is the video and streaming media and what's to stop Sony from putting a transmeta chip in a walkman and calling us sushi? Did ya see the Casio watch with MP3 capabilities. And Sony and Casio advertise, I did my Peter Lynch thing in the mall, NO ONE has heard of S3, no matter how ZDnet and CNet covers them. Random musings, praying for CSCO tonight. rd

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