S3 (Multimedia semi's place 2be) 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 (Multimedia semi's place 2be)

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: Ibexx who wrote (7117)	1/20/1997 9:30:00 PM
From: Praveen K. Mandal	of 9477

Summary of Conference Calls (from what I was able to scribble): * Going forward, margins will improve to 42% +/- 1% * 3rd party estimates put 3D unit sales for '96 at 8 million. ViRGE was 5 million. * Q4 revenue breakdown by product line: - 2D (64-bit) accelerator = 50% - 3D accelerator = 45% - Other = 5% * Q4 revenue breakdown by region: - U.S. = 33% - non-U.S. = 67% * Q4 to Q1 growth expected to be 5% +/- 2% * Tax rate will grow to 38% from 35% * DSO (Days Sale Outstanding) went down from 78 days to 54 days * '97 3D accelerator market is expected to be 25 million units * Top 5 customers: - Diamond - C&W ??? - DataExpert - STB - Intel * ViRGE will be moved into the mobile space (notebook) soon. * Audio design wins should start to come in around Q2 * Operation expense will slow down from Q4 to Q1 * Expect 2D sales to remain strong in '97 -- about 40% of total graphics accelerator market sales for S3 * Today's top graphics accelerator companies: S3 and ATI * '97 top graphics accelerator companies: still S3 and ATI * NetPC market will use TRIO family and the Plato/PX * Communication product will arrive in 2nd half of '97 * Expect about 10%-15% revenue in '97 from Mobile Space and Audio Space. * Don't feel DVD will take off in '97 but is ready for it. * Design cycles for NEW PRODUCTS can take up to 18 months -- hence because S3 is already "in bed" and because S3 provides each customer with a product roadmap and because the products are pin-compatible, it is very difficult for other's to take the business away. For example, the future ViRGE product that will support AGP will be pin-compatible with the current ViRGE processor.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next