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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: stockroach who wrote (11519)7/16/1998 5:47:00 PM
From: Ski  Read Replies (4) of 14577
 
Bill,

Fear Intel.

They are a monopoly with endless cash. They can change the rules to suit themselves. Look at math coprocessors. Whoops, you can't, can you? Look at chip sets, well, look at what's left anyway. Intel is that big black disc in the sky coming at you during your Independence Day. The Borg are weenies compared to these guys. With stock options, Intel is also able to attract and retain highly competent engineers. Did I mention the world's best fabs? How about those i740 pricing rumors out of Taiwan? These guys are coming like the Black Death. If the U.S. Federal Government wants to sit on its ass, it will let Intel obliterate yet another competitive industry with Intel's anti-competitive pricing, changing of industry standards into Intel standards, and bundled pricing (which just might happen overseas). Anybody want to do a calculation of what the stock market values of S3, Cirrus, C&T, Creative, Diamond, and Trident were before Intel entered the graphics business vs. now? Think somebody in the Federal Government has a calculator?

When the Black Death happened in the late 1300s, the Western World suffered roughly a 50% population drop during that 40-50 year rampage. Doctors refused to see their patients and headed for the hills. Entire towns were abandoned as only a few residents were left. Legal and power structures broke down and chaos reigned in the countrysides. Feudal battles raged for the scraps.

Be afraid.

Ski

Whew, what a mood I'm in!
What was the name of the devil in Twin Peaks?
I sense an Ahab experience coming...
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