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

To: bearly_bullish who wrote (13433)	7/27/1999 6:33:00 PM
From: Marc	Read Replies (1) \| Respond to of 14577

<<Please. S3's gains have come at the expense of ATI.>> Name one computer model that was using an ATI chip that is now using an S3 chip. Regards, Marc

To: bearly_bullish who wrote (13433)	7/27/1999 7:49:00 PM
From: Charles R	Respond to of 14577

bearly_bullish, <Whitney? Please. S3's gains have come at the expense of ATI. S3 is gaining market share because it's products are a great value for the money, not because the Whitney sucks.> I am not denying that S3 may have gained market share from ATI but at the same time there should not be too many doubts that Whitney is taking market share from all the graphics chips only vendors. Whitney's delays have increased the life of stand alone graphics chips. Don't you agree? <I'm not sure why a 1.55% drop in the stock price would cause anyone to come to the conclusion that "the gravy train may be coming to an end". > Couple of reasons: - the drop came on a day when there was a serious bull run in the semi sector and most semi stocks went up big time. - as my post says, I saw an article yesterday that Compaq is shipping Whitney based PIII systems, with bugs and all. Care to guess whose graphics chip Whitney replaced in this instance? Do you contest that Whitney bugs did not extend the revenue stream of stand alone graphics chip companies? Could you shed some light on your thinking on that topic? Chuck