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

To: Bill Lin who wrote (9108)	1/29/1998 4:32:00 PM
From: Ken Muller	Read Replies (2) \| Respond to of 14577

Bill: Very interesting post. Thanks for the thoughts. With S3 getting $72 million for the USC sale I believed there was a 2nd item planned for that cash, (in addition to the Cirrus patents.) Initially, I thought a stock buy back might be the plan. However, the Nvida purchase would make sense. Question. I am leaning toward putting some investment into Cirrus since the value of their patent portfolio seems to be a given. They will surely go after the rest of the graphics segment. Would AMD and NSM be in a similar boat with patent infringement? If Intel felt they needed the Cirrus patents, would it be strictly to protect the C&T. Appreciate your comments. Ken

To: Bill Lin who wrote (9108)	1/29/1998 5:10:00 PM
From: Jan A. Van Hummel	Respond to of 14577

Bill Thanks for a very insightful post. Jan

To: Bill Lin who wrote (9108)	2/2/1998 12:36:00 PM
From: Ski	Read Replies (1) \| Respond to of 14577

Bill, Many interesting posts by you this past week (as I catch up.) One comment. On nVidia, the $30M in your second point is way too low. nVidia is a powerhouse of technology. These guys are tough. They had the only chip that took business away from the RAGE PRO this past round and I'd guess they have a roadmap that is competitive. In one of the final paragraphs, you suggest an nVidia/S3 merger will bump S3's price up to $12 per share, creating over $300 M in new market value. If NVidia is the only change that would bring such an increase in S3's market cap, then I think you may very well be closer to nVidia's real value. Ski