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

To: Bill Lin who wrote (9152)	2/1/1998 8:34:00 PM
From: Jan A. Van Hummel	Read Replies (3) \| Respond to of 14577

Bill, Appreciate you elaborating on numerous aspects. Since you are much closer to the business S3 is in would appreciate your thoughts. You state a 0 value for audio. It is my understanding that S3 is only second in market share in PCI audio to ESST. ESST's financial position is quite more precarious than S3's. PCI audio will likely be in all systems as of the third quarter this year. Microsoft won't certify systems with legacy ISA then (same for the add-in cards), the days of buying $5 sound chips will be gone. Shouldn't this have a beneficial effect on S3? On the graphics I understand they are still on schedule so I concur in abt 6 - 9 months we should see the results, but it is quite possible that the stock will move earlier in anticipation of improved results. Jan