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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: Parker Benchley who wrote (10996)5/19/1998 2:09:00 AM
From: R Stevens  Read Replies (1) of 14577
 
Went to the meeting this MORNING. Good fruit, coffee, snacks etc...

Expected a bigger room with more people...very comfortable chairs...

Boy it is great to listen to Terry H. again...

Otherwize, you guys know it all. Savage 3D next quarter, notebook accelerators with embedded memory out end of this year and early next year, and a commitment to stay focused on graphics. Not to mention a track record for getting the stock up once before.

S3 has a great production capacity advantage over most of the competitors which Terry thinks is important.

And a brief comment on the Taiwan fab being a good investment.

Any Questions?

Oh, and an apology for not having a new product in 1997.
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