S3 (A LONGER TERM PERSPECTIVE) Message Board

STOCKTALK

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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: stockroach who wrote (12541)	1/11/1999 9:50:00 AM
From: stock talk	Read Replies (1) of 14577

Stockroach: I'll try to answer the issues you raised the best I can. <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? > The information I have received indicates they are motherboard win at both a top tier computer co & a motherboard supplier. I was not aware of todays design that was an added bonus. <When start shipments, Q2?> I don't know But I would assume so, if not late first Q1. <do you know that they will be volume runners> I have no idea. <or is a particular SKU that they have and may not generate alot of volume.> Again, I have no idea, however, it was mentioned it would have a "direct effect on both top and bottom line". What ever you would interpret that to mean.

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