S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

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May 12 5:00 PM EST

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To: stock talk who wrote (12540)	1/9/1999 12:32:00 PM
From: stockroach	Read Replies (2) of 14577

Frank, Wow 1996, How time flies when you been having fun with S3 stock. The 2 OEMs that you refer to, are they add in board wins or are they motherboard wins? Also are they tier one computer companies or are they major motherboard suppliers? When start shipments, Q2? Even if they are major OEM wins, do you know that they will be volume runners or is a particular SKU that they have and may not generate alot of volume. Frank, I am not trying to be negative or hoping the stock stays at this level. I am trying to put everything on the table to discuss. Question for you: What kind of margins do think S3 is making on Savage 2. My thinking is that S3 is outside looking in. They have zero business now so do you think they might have bought the business this round so for the next generation S3 is the incumbent. stockroach Don, Thanks for the input stockroach

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