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

To: Ken Muller who wrote (10793)	5/3/1998 1:59:00 PM
From: Stephen Nelson	Read Replies (1) \| Respond to of 14577

Old news perhaps, but? I just rec'd my annual report from SIII and along w/ it came my ballot for voting. One thing to point out was that I was disappointed to see that mgmnt had restated exercise price for the non-directors ISOs from the mid teens to 5 1/8 for most. I understand why they did what they did (to keep their good employees), I just don't like it. Will they re-adjust the price when the stock rebounds (assumption)?? Sorry for the rant, I feel better now.

To: Ken Muller who wrote (10793)	5/3/1998 2:38:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 14577

Hi Ken, I may be off base on this one, but my over all impression is that Savage 3D is not the promised (anticipated?) GX3. It looks to be targeted more at next years mid to low end market. I consider myself to be somewhat technically challenged so anything over the head of the average layman misses me. Savage 3D seems to be lacking some of the features I would expect to see in a giant killer. Nothing wrong with that. S3 has been hurt by loss of market share in their mainstream products for sub 1K consumer PCs and corporate desktops. If I understood comments made by the company correctly, their giant killer is still under development. I've followed some of the articles on Intels i740. Other than it makes sense to be wary when an 800 pound gorilla moves into ones basement, I drew a blank when when I read questions 1 and 2. I give up. What are the answers? Regards, Don