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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?

To: SBHX who wrote (13389)	7/18/1999 2:09:00 PM
From: Charles R	Read Replies (1) \| Respond to of 14577

<A chip that is only 25% to 50% faster will get severe pricing pressures to compete against whitney. This effectively means either lower margins, or abandon Celeron space.> I agree with you on what Whitney might do to this business in the coming quarters but there seems to be a disconnect here. Potashner, in the conf call, clearly said their ASPs have crept up into >10 range from $8 range. And he has said in no uncertain terms that their market share is growing right now. How do you explain that? Does this have to do with the short term delays in Whitney because of the real-time-clock bug or is there something we are missing here? Chuck