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: JerryP who wrote (8340)	12/12/1997 8:15:00 PM
From: Jan A. Van Hummel	Read Replies (2) of 14577

JP, May I add? In October Oppenheimer and JPA published a report on the 3D Graphics market. Two aspects: 1. Projected Growth of 3D graphics Chip Market (millions of units worldwide). 1996 (Actual) 15 1997 (est.) 41 1998 (est.) 82 1999 (est.) 114 2000 (est.) 142 Considering the recent meltdown in Asia the growth may not be as strong as projected, but strong growth there will be. 2. Market Share 3D Graphics Chip Segment (1996 and first half 1997 respectively) S3 40.24 % 46.35 % Matrox 29.36 % 20.65 % ATI 17.74 % 26.03 % 3DLabs 2.54 % 1.06 % NEC 2.47 % 2.34 % Nvidia 1.97 % gone 3DFX 1.62 % 1.27 % Cirrus 1.33 % 1.94 % SGS 1.19 % gone Rendition 1.19 % 1.05 % Yamaha 0.27 % gone Artist Graphics 0.09 % gone Trident 0.14 % Intergraph 0.14 % Dynamic Pictures 0.04 % Real 3D 0.00 % Share of installed base of Graphics: S3 46 % Matrox 26 % ATI 22 % Others 6 % Let me ask you, given the current softer hi-tech market, if sales growth slows down, which companies will suffer more the ones with then larger market shares or those with the smaller or real small ones? And when that happens will it be good news or bad news for the survivors? No doubt that there will be new products coming out in the first qtr and the second qtr. The fruits of those new product releases though we may not see until qtr 3. So what. If that means the stock will go from 5 to 15 by the end of next year, that would be still pretty good. I do concur that management and the Board should be more forthcoming with information. Not doing so diminishes their chances of getting re-elected. JMHO Jan

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