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: Don Earl who wrote (11383)	7/1/1998 11:49:00 PM
From: stockroach	Read Replies (2) of 14577

Don, Believe it, I would not lie to you. ATI has most of the mainsteam and VOODOO 2 has the high end. What S3 might be able to get is some business as a option or a upgrade. By the time Savage is in production the other graphics guys will have there next generation product shipping also. They are keeping the OEM up to date with product roadmaps. It is extreamly dificult to unseat the current vendor if they have a good product roadmap. OEM do not like driver changes. The NVIDIA is the one to watch. No I don't own there stock. As far as Christmas the fat lady is singing. Now guys like STB and Diamond are a different story. Still a good chance for S3 to get that business. If they do not offer the product that will be a bad sign. JMHO stockroach

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