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: Zeev Hed who wrote (11494)	7/15/1998 11:29:00 AM
From: Calvin Scott	Read Replies (1) of 14577

Zeev & Don, You may be correct in regards to a "Semi" recovery but specifically, the graphics market will remain in the doldrums until some sort of consolidation occurs. There are just too many players. Hey, I had a thought (yeah, I know). Does anyone buy the possibility that Cirrus and S3 have an agreement about patent infringements? Maybe, just maybe, Cirrus is suing ATI because of an agreement with S3. What is in it for Cirrus? Money, money, money. Why would they do such a thing for S3. Because I know for a fact that ATI and Cirrus are absolutely arch enemies and that Cirrus would do just about anything, including supporting S3, to get at ATI. Now this is just speculation on my part. I have no evidence to support such an hypothesis. But interesting none the less. Calvin Scott

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