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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: stock talk who wrote (10838)5/5/1998 10:44:00 AM
From: stockroach  Read Replies (1) of 14577
 
Frank,
S3 should be able to win back Diamond and STB in time for
the retail Christmas season but with samples available in August
there will not be OEM wins until Q1 99 at the earliest. It will not
be a easy task for S3 to win back the OEM's. It is very difficult
to unseat the current vendor. Hopefully the competition will slip
up like S3 did last year.
I do believe S3 is back on track. What was most encouraging
was S3 stated it was already working on the next 2 generations
of chips. If S3 does get back to the upper 5 low 6 I will jump in.
This is around the same price management has their options.
S3 still has one possibly 2 quarters of losses coming and with the
markets going nuts I am content to stay on the sidelines on this
one for a little while longer. But with this announcement and
the design wins in mobile I am starting to get the itch again.
stockroach
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