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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: fyo who wrote (66725)	7/27/1999 9:08:00 AM
From: Charles R	Read Replies (3) \| Respond to of 1574115

fyodor, Thanks for your comments on SIII. Now, I understand better why they may fit into this market where INTC has WHitney and AMD needs partners. As for your comments about fab - that is S3s strength and one of the reasons why I finally got into S3. They own significant % of UMC because of their USC holdings and are sitting on marketable securities greater than the stock price. (i.e., their core biz is selling for a -ve value) One thing that I think may not spell good for AMD (and more so for INTC) going forward is that S3 is talking about doing a super integrated chip a la Timna with VIA/CYRX as a follow on to their current partnership with VIA. I am watching the whole VIA thing carefully to see where this market might go. Chuck

To: fyo who wrote (66725)	7/27/1999 12:37:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574115

fyo RE: <<In the end, my opinion on S3 is that they could almost not avoid regaining market share from ATI.>> Thanks for making the post re S3 and ATI. I had been considering investing in ATI but the stock has been very volatile. Then I learned that some of the volatility can be attributed to S3 raising 'the bar'. Your post provided the details that were omitted in the explanation. In addition S3 owns stock, I think, in another company that makes their stock even more valuable. Do you know if that is correct? ted