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

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Technology Stocks : S3 (Multimedia semi's place 2be)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

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To: MadMax who wrote (7588)	1/29/1997 10:58:00 AM
From: Phil Fischer	of 9477

I don't think it is MMX that is keeping the price of Siii down. I think it is the threat of INTEL coming out with a graphics accelerator that is keeping it down. It has been argued in this group that that threat is not so great, and this may well be true. However, I do know that every time I talk to my cousin about Siii (he is not a shareholder in Siii but does invest in tech stocks) he brings up the INTEL threat. I am not claiming that my cousin is representative of the investment community but it is possible that his concerns are shared by many. If this is indeed what is keeping price down, it will be a hard obstacle to overcome. I am not sure how many profitable qtrs it will take. In fact it might be neccessary for Siii to show that they can be profitable AFTER the INTEL graphics chip is released. One of my personal qualms about this company is their lack of products outside the graphics chips business (95% of revenues from graphics chips). I will be happier if they can start to sell other products (i.e. sound chips). Phil

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