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

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

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May 12 5:00 PM EST

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To: THAI DUC TRAN who wrote (9182)	6/15/1997 9:44:00 AM
From: Ski	of 9477

TDT, To your questions: 1.) S3 has over a 50% market share in its core PC graphics business. They are the dominant supplier. (I work for #2, ATI). I don't know the S3 share in non-graphics businesses. 2.) Evans & Sutherland does make graphics, but very seldom competes with S3/ATI. E&S is in a much higher price band, so we never compete for the same order. For example, S3 & ATI integrated 2D/3D/Video/MM graphics chips sell into the market at less than $30 per chip. E&S sells chip sets many times that price. Add-in boards based on S3/ATI level of technology sell from less than a $100, to maybe $500, depending on configuration. E&S boards run into the thousands of dollars. So, no real competition. 3.) Comparing the chipsets from Mitsubishi and S3 is easy. S3 sells tens of millions of graphics chips a year. Mitsubishi doesn't. There is no comparison between the two products. Mitsubushi has a spec shec and some prototypes. S3 dominates an industry. 4.) Market shares in mainstream PC business: S3: 50-60% Mitsubishi: ~0% E&S: ~0% Good luck TDT, Ski

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