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: stock talk who wrote (7914)	11/16/1997 8:40:00 PM
From: Bill Lin	Read Replies (1) of 14577

frank, i don't like NINE as a take over or acquirer. they changed strategy and are now primarily a board manufacturer like Diamond and STB. Want to piss off everyone else? just start competing with your customers. kind of a bone head idea. a graphics semi company must specialize in algorithms, simulation software, firm ware writing, etc. all the little technical specialties that create proprietary knowledge and barriers to entry. do you like nine because they are the only GX2 design win? can't even get the board. and their Verite board is $20 more expensive than DIMD's version. money maker? more like money loser. your board qualification are diminishing with this pick, frank... BL

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