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

To: John Nasser who wrote (10353)	4/3/1998 12:19:00 PM
From: Bill Lin	Read Replies (1) \| Respond to of 14577

Its nice to hear about the MX series getting more exposure. I think their Duo View technology is really important for business users. I for one, would want one on my next notebook. The problem for S3 is that their main revenue figures (90%) are derived from desktop products (sound and graphics). That is why the price will not move too much. Unless Compaq and Toshiba sell 1 million of those notebooks each. The worry I have is this rumor that the GX3 silicon is small. Why? because rumors of the nVidia TNT rates it at 7 million gates and as big as a Pentium 2 chip. Huge and powerful. and expensive to build. But the technology is there in gobs. S3 has to make sure the GX3 has at least a 6 million pixel fill rate speed, and matches the voodoo 2 in performance. This GX3, 3.5, 4 thing only makes sense if GX4 comes out by September in mass quantities. Otherwise, its the old "missed design cycle" story again. BL

To: John Nasser who wrote (10353)	4/3/1998 12:41:00 PM
From: Hamid MArandi	Respond to of 14577

one day S3 will go up ... Since this list is getting longer and longer. I wished they would have been an investment house, they are so good at it. 0) Microsoft Lic. SIII <----- This is big 1) New products GX/3/4/5 & Vortex/1/2/3 2) USC IPO soon 3) Speculation about merger ie AMD got 1B$ loan 4) $5 book and much higher after USC IPO 5) Short Squeeze. 6) Upgrade soon to be announced.Vectorvest has upgraded S3 to buy. 7) Small/mid Cap is going to be big in Second half of 1998. 8) The secret Micro Processor and Who knows what else! 9) all patents and cross Lic. 10) 3D softwares VisiDrive, LiveWork. 11) Forijda, Setop Boxes, DVD. 12) 3D market is expanding big time. 13) Existing PC needs 3d cards. 14) Big market share. 15) Good business partners. 16) Intel 740i sucks has lot of problems, takes years to be as good as others. 17) Solid CEO, top management. 18) Great staff of Engineers. 19) Solid fundamental. 20) Operational cost reduction. 21) Investment in FDJA 800,000 shares. 20) Poison pill (NOT FOR SALE AT 14) Intel bought C&T for $17.5, Rockwell bought Brook Tree for $15.5 Philips bought Western digital graphic division $18 not sure about last one. IMHO S3 has much more than any of these companies. FAB value is high, lots of patent ,Market share, Excellent new 3D product, big leader CEO.