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: Bill Lin who wrote (9108)	1/29/1998 4:32:00 PM
From: Ken Muller	Read Replies (2) of 14577

Bill: Very interesting post. Thanks for the thoughts. With S3 getting $72 million for the USC sale I believed there was a 2nd item planned for that cash, (in addition to the Cirrus patents.) Initially, I thought a stock buy back might be the plan. However, the Nvida purchase would make sense. Question. I am leaning toward putting some investment into Cirrus since the value of their patent portfolio seems to be a given. They will surely go after the rest of the graphics segment. Would AMD and NSM be in a similar boat with patent infringement? If Intel felt they needed the Cirrus patents, would it be strictly to protect the C&T. Appreciate your comments. Ken

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