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Technology Stocks : S3 (Multimedia semi's place 2be)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: wongd who wrote (6837)1/17/1997 11:29:00 AM
From: mark doubiago   of 9477
 
TRID down -1 1/16, CRUS up +7/8, STBI up +3 3/8. Trident's press release didn't seem that positive to me, didn't they earn less this year than last? I don't trust CRUS management, they always seem to have positive things to say and i don't see them ever listed as the graphics chip in any PCs. STB's new cards with the Virge/VX seem very impressive and their stock is blasting off. Does anyone know how STBI stacks up to DIMD in volume of boards sold? Maybe they will be moving up our list of best customers. From the way the different chip companies have reacted, the thing that seems the most important is how their conference call goes and how they word their press releases. S3 should have some good things to say. And there is always the large accumulation that has been going on for about 3 or 4 weeks now, maybe someone knows something. More like several big somebodies know something. I think that we will have a positive conference call like we did last time. Maybe this time people will listen and figure out that the other graphics chip makers are losing share, and S3 is the one that is picking it up.
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