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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: Don Earl who wrote (11390)7/2/1998 1:08:00 PM
From: stockroach  Read Replies (2) of 14577
 
Don,

If you look at ATI they are in all the mainstream systems. This is
were S3 was 1 1/2 years ago. You have to introduce leading
edge performance and then quickly get the product cost reduced
for mainstream. S3 can succeed when they get this chip ready
for the mainstream market because they have the fab capacity
to manufacture the chips and deliver high volume.
Most mainstream computers have graphics down on the motherboard
and these designs are frozen now. That is why the best chance for
the S3 Savage is with add in board manufacturers and OEM option
upgrades.
stockroach
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