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

To: David K. who wrote (9244)	2/5/1998 1:01:00 PM
From: JerryP	Read Replies (3) \| Respond to of 14577

David, As long as they have the competition guessing. One line in the c\|Net story bothers me. "The drawback, however, is the price. Developing and marketing microprocessors from the patents could cost anywhere from $10 to $100 million. Such a move would also put the financially shaky company on a collision course with better funded companies, including Intel." If SIII is so financially shaky how is it spending $40mil on new patents and whatever they spent on the exponential. The author and those he interviewed are about as informed as some of what I see posted on this thread: "Clueless in Silicon Valley". My opinion, FWIW, is that there's going to be a real spanking and we're going to see it in the next 6-18 months. It could even be sooner, as in this age of our global village, it's hard to keep a secret if more than one person is involved. Last year (Q1 or Q2?), the partnership with Faroudja; Q3, the acquisition of the Exponential patents; this year, the cross-licensing of CRUS patents; AND, SonicVibes is starting to make some noise(sorry) AND we see that Intel wants make some inroads into graphics.....well, I smell a rebellion. SIII is either going to come out with a real kick-ass graphics product or they are going spread out so that if the graphics industry does need consolidation, they won't care! Could even come up with a whole new product. Ala, George, maybe a time-sequence warp-generator. Anyway, it looks like some good times ahead. JP "Onward",George, and upWARD 3m and 6 5/8 oooooh, I feel a six-pack slurping my way...