Hi Jerry,
Yep, Y2K should be REAL interesting. In spite of all the horror stories about what could happen, my own pet theory is that any company that has anything at all to do with computers is going to be reporting revenue that blows even the most optimistic estimates clear out of the water. My PC was a reasonably fast machine a year or so ago when I got it. Today, you'd probably have a hard time getting me to admit to it's processor speed, ram, storage, etc. I plan to replace it when we get a little closer to Y2K and I suspect there may be quite a few people that are thinking along the same lines. That's just the regular retail customers, then you have all the doctors, hospitals, lawyers, real estate offices, stores, warehouses, manufacturers and so forth. Not just here in the US, but all over the whole damn planet. There's going to be a whole lot of hardware, software and PCs sold in the next two years. I've yet to see a single article by any reliable source that subscribes to my theory, but I don't see how it could be any other way.
I found this little gem over on the Yahoo thread:
sharkyextreme.com
By far the best Savage review I've seen. It does look like they're getting the bugs worked out. It also suggests to me that there may be a lot of flawed chips getting shipped if Hercules has to test every one before they'll use it. It also makes me think it's going to be at least Q1 before we start to see much increase in revenue from Savage. Does look like there might be some light at the end of the tunnel though. I was playing around with the numbers a few days ago and as close as I can figure, it they can keep revenue above $44 million, EPS should come in around -.19. We'll see.
I wonder if there really are people in the world that honestly believe Intel is going to buy S3? Intel just signed a deal that lets them have all S3s patents without spending a dime. Why would they want to buy the company even if there was a chance in hell it would get past the FTC? Anyone interested in buying a nice bridge? Cash only, no checks please.
Regards,
Don |
