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

To: Mike Learner who wrote (8894)	1/21/1998 11:04:00 PM
From: Mark Chavez	Respond to of 14577

Hey Mike, JMHOs follow: Issues: > Should S3 merge with another company with good products, but not able to mass produce? > Should S3 buy another graphic company with good products? Nine is the only candidate here. Isn't nine the only company to adopt GX/2?? Maybe that explains their chart!! Too late for AGP cycle, S3 must catch the Windows 98/cheap pentium II cycle early because they are the ones behind in the race now. Any acquisition must occur very, very soon. > S3 has lost one product cycle! Can S3 deliver its next product? Suddenly on the web site S3 is no longer looking for graphics driver developers. S3 wouldn't advertise for the slots if they didn't need them, and given the workforce shortage I don't believe they could hire that quickly. In other words, I'm skeptical about a timely rollout, acquisition changes all this thinking. > What about the mgmt's composition change? George Harvey is gone (I am happy); Terry Holdt is leading; GJ ?; Walter appears fine; Others??? Should mgmt cut from their salaries to show their willingness to speed up the recovery? Should S3 eliminate GJ's last raise? S3 should eliminate GJ, he got a raise before proving himself as a CEO, instead of making it performance based. Now we know why. Except for Walter, mgmt composition is the same, just reshuffled. They are the same guys that did all the stuff Ken is pointing out. Fraud or incompetence, it stinks, solution is to get rid of the smell. More change on the board is needed IMO. > Should S3 sell more of Fab $ in near future? No, if they wish to remain a major player they must secure capacity. The strongest will survive the Asian crisis and then thrive. > Should S3 remain in Sound? They just touched that Market! Can they be aggressive with good marketing and right people? Found the Daytona sound card from Turtle Beach, nowhere on the box or website is a mention of SonicVibes or S3. Total marketing failure here, this clearly can be put in GJ's dirty laundry. That stupid logo should have told me long ago that their marketing people were absolutely clueless, the millions spent on unsuccessful "branding" proves it. At least Ski got a poster for the wall. Windows 98 is SonicVibes' last chance to grab any market share. > Should S3 be more aggressive with notebook market? Notebook market is headed towards handhelds. Who needs more than e-mail, word processor, spreadsheet? Not a whole lot. > Should S3 supercede their "poision pill" right? No, this gives them a bargaining position at least and could extract a higher offer, not that there are any buyers out there. > Should S3 buy back shares now? No, they should take care of their most valuable asset, their employees, first and foremost. They lose the important technical people and yes, then you can kiss S3 goodbye. Mark