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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: John Nasser who wrote (7366)1/23/1997
From: Niels Larsen   of 9477
 
That is also my guess, the best entry into the multimedia business
would be to aquire the dominant current supplier (S3, which happens
to be physically close). Then maybe Intel could become a total
monopoly by making it more difficult for AMD and the Apple + IBM +
Motorola consortium to charge ahead with pure RISC, and thereby grow
margins still further. Pure RISC has the potential to outdo Intel
as I have been explained it, which must be a worry for Intel until
they have something competitive worked out with HP. It would give
Intel time to fend off this potential threat, wouldnt it? They
could even run their new "S3 division" at an internal loss, just
to give the runner-ups a hard time. More tired speculation at 11:45.
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