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: Bill Lin who wrote (11016)	5/24/1998 8:07:00 PM
From: Synapsid	Read Replies (2) of 14577

Here's a link to a massively detailed (although often contradictory) report on Asian add-in card manufacturers, a market S3 has been dominating and from which the overwhelming majority of its revenues are currently derived. asiansources.com To summarize some interesting facts I came across: AGP-cards rapidly going towards 50% share (vs. PCI), already near 40%. New cheap generic cards (also AGP) with Trident and SiS chipsets well accepted in the Americas (at S3's expense), but S3 cards with higher quotes holding on better in Europe due to brand name recognition. 8MB of SDRAM said to be cheaper than 4MB SGRAM (SGRAM expected to drop though). Overwhelming acceptance of Intel i740, priced at $25, helped by the SDRAM conspiracy, but still in the higher end of mainstream volumes. Someone is quoted that the i740 forced S3 to lower prices below $20 earlier in the year (presumably for AGP-based chips, but it still seems a relatively high level when S3's ASPs are supposedly in the high single-digits). Design win implied at Data Expert (one of the biggest manufacturers and S3's most loyal) for S3 Savage3D (must be a first), also said to ship 60-70% of product with S3 chip (which I'd imagine would have been 90%+ in the past). I am still wondering whether the rapid shift to AGP may actually help bottom-dwellers S3 and Trident, because AGP chips may still be selling at a higher price then PCI-based chips did, say, half a year or so ago.

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