S3 (A LONGER TERM PERSPECTIVE) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: stockroach who wrote (11514)	7/16/1998 1:50:00 PM
From: Bill Lin	Read Replies (3) of 14577

Reponding to Frank's post of Intel leaving graphics business... I put it at less than 1% probability. They are already integrating the i740 into their EX (?) chipset. tomshardware.com has a complete listing of coming chipsets from Intel (better than my bad memory). So the likelihood that INTC will walk away from their $440mm investment in C&T for a $40mm patent set should be pretty low. Anyway, it won't helpt S3 to get C&T in exchange for the patents. There has to be a 50% consolidation in the graphics chip industry. There are simply too many competitors and products out there. Until a oligopoly exists (3-4 competitors controlling 80% of the market) and pricing power exists, good companies like TDFX, TDDDF, ATI and S3 will not be priced with high PSR (price to sales ratios) The duration, I'm afraid, will be like the DRAM market. BL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next