S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

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May 12 5:00 PM EST

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To: steve goldman who wrote (6977)	10/28/1997 11:10:00 PM
From: Leo Francis	Read Replies (1) of 14577

Steve, listen to the cc again, if you recorded it. GJ was asked directly about Faroudja, and its importance as a "mainstream" product. GJ was very evasive. I followed up with management and received the same "line". Was it competitive protection, or uncertainty? S3 also changed its mind on Rambus, which I think is good, but by doing so, further indicates to me that things are still in flux at S3 technologically. Until a fundamental change occurs, that CC is "bible" imo. LF

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