Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jan A. Van Hummel who wrote (14353)	5/10/2000 7:17:00 PM
From: John Nasser	Read Replies (1) \| Respond to of 14577

Nike to place footprint on digital devices By Stephanie Miles Staff Writer, CNET News.com May 10, 2000, 9:55 a.m. PT Athletic shoemaker Nike is the latest nontechnology company to embrace digital devices. Nike today unveiled a high-tech sports division that will introduce a range of devices and gadgets under the athletic gear manufacturer's brand this year. It will first introduce a portable digital music player, expected in July. ? Get the "Big Picture" ? Related News ? Message Boards Quote Snapshot NKE 42.25 -0.94 SIII 12.12 -0.25 Enter symbol: ú Symbol Lookup Quotes delayed 20+ minutes The sports company is partnering with S3, which markets the Diamond Rio MP3 player, to develop Nike Personal Sport Audio (PSA) Play 120--a Diamond Rio with the Nike brand stamped on it. Although such devices have been marketed to joggers and athletes in the past because they're shock resistant and lightweight, this is the first player to be released by a sports company. In doing so, Nike is one of several companies exploiting the growing popularity of devices and gadgets to expand its businesses or gather customer information. For example, last month Virgin said it was giving 10,000 Internet appliances for free to customers willing to allow the entertainment company to track their movements on the Web. Other companies, including Net retailers, are expected to follow suit, since wireless devices allow consumers to purchase goods and services from any location. The PSA Play 120 will include 64MB of memory and remote control; Nike is developing a line of athletic apparel with specially designed pockets to hold the device. Following the release of the PSA Play 120, Nike will introduce the SDM Triax 100, a speed and distance monitor for runners; the HRM Triax 100, a heart rate monitor; the ACG Ascent Compass; and the PSC Communicate, a two-way radio, the company said. The devices will be sold through Nike's Web site and retailers such as Circuit City and Best Buy. Nike will also make digital music downloads and content available through its site. Formerly known as a graphics chipmaker, S3 has said previously that a key part of its future strategy will be alliances with outside companies to release third-party devices. Along those lines, the company launched its Rio Audio branding program last week. S3 CEO Ken Potasher has said that the chipmaker gets a "substantial cut" of revenues from such deals and has predicted that the Rio MP3 player will eventually be available in cell phones and personal digital assistants. "Sports and fitness is a natural market for the rapid adoption of digital audio," Mike Reed, director of marketing for Diamond Multimedia, said in a statement.

To: Jan A. Van Hummel who wrote (14353)	5/12/2000 11:49:00 AM
From: Bill Lin	Read Replies (1) \| Respond to of 14577

BTW UMC is under pressure. Need to keep an eye on that. Yes, there is that worry. However with fundamentals in the foundry industry like it is, the problem with UMC will be over expansion, over capacity and fierce competition with TSM, which is in better financial condition than UMC. the TSM thread guys don't see that happening for at least 2 years. ADRs still should sell at a premium in US market. If ALSC and SIII change their UMC shares to ADR shares (I believe they have to exchange them before the ADRs go public), it will completely liquify SIII. But that's still a "value" story. Need increased sales and revenue from the "growth" story. BL