S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

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May 12 5:00 PM EST

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To: Don Earl who wrote (12603)	1/25/1999 2:19:00 PM
From: Synapsid	of 14577

It's interesting that Compaq's Armada series continues to use the Virge/MX AGP chip. It appears that now even mainstream/lower-end models (1750 series) with the new Pentium II processors released by Intel, are using the chip (Compaq says "4MB SGRAM AGP"). Clearly has S3 been fighting to maintain a foothold in the portable market. There are some indications that portable systems may in the future use graphics that is integrated with core logic, instead of graphics chips with embedded memory, which could be one reason why S3 cancelled their efforts in the embedded memory area. If you think about it, there seems to be very little point using embedded memory vs. graphics integrated core logic, since core logic integration addresses the same power saving and physical footprint issues, perhaps even in a better way. Trident/VIA and SiS are two companies that have announced products in this area.

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