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 : GTIS - Will it be a Phoenix or not ? -- Ignore unavailable to you. Want to Upgrade?

To: Chris McConnel who wrote (1838)	3/24/1998 11:42:00 PM
From: Scot	Read Replies (1) \| Respond to of 2319

>>How about S3, would you short them, given their rise today? There suppose to be coming out with better integrated chips, but they are way behind in 3d performance.<< I hope I'm the first to admit when I don't know something and I really don't know much about the 2d market. As far as 3d goes.....whenever I hear the word S3......I think "Virge" and shudder. It wasn't too long ago that OEMs like Dell were putting those chips in expensive computers and advertising them as 3d game machines. What a joke! Hey, maybe things have improved, but (IMO of course) they are really behind the ball in the mainstream 3d market, especially with Intel....who can produce lots of pretty decent 3d chips at a pretty good ASP. Those chips will be soldered onto MBs or into inexpensive video cards in many computers. I wouldn't be surprised if most new computers had video cards with decent 3d capabilities in a year. And of course you've probably read the same stories as I have that suggest it is S3 who will be squeezed. But, true confessions, I own stock in AMD and you've probably heard the rumors about AMD buying S3 (Oh, Nooooooooooo). And of course S3 has those recently purchased patents, and AMD is gearing up for a $1B shelf offering. That's a lot of dough, and AMD is reaaaallly good at spending it. So who knows? I agree with your OpenGL comments.....it's too bad. That's why I think that we're probably not going to see much come out of it (the OpenGL agreement). -Scot H.