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

To: Zeev Hed who wrote (11112)	6/6/1998 3:05:00 PM
From: SidStock	Read Replies (1) \| Respond to of 14577

Zeev- I see you also have experience working with intel... I am sorry to say, INTC has so many bodies on this Merced that they get all in each other's way. CYRX beat INTC to the punch with 1/10 of the bodies. It is not the numbers that counts, it is how well they do their job. I totally agree with you, when a project is behind the intel solution is throw 100 more engineers at it. They are so focused on adding engineers (instead of streamlining their current operations) that they opened up the Dupont, WA plant because they felt they sucked up all the available bodies elsewhere. This is a solution... not what i would call the optimal, but they seem to make it work. But even so, the undertaking of developing a merced type processor is huge. S3 just doesnt have that experties, nor are they trying to build it (Check the employment adds it all graphics and graphic driver jobs). They already screwed up by trying to diversify into communication, audio and high-end grpahics, and not focusing on their core expertise of higher volume low/mid graphics. A uP is the last place S3 would put resources. Patents or no patents it doesnt matter. What i see S3 planning to do instead in a year timeframe is a mobile savage... rambus i/f... a more powerful graphics engine. S3 uses the intel model of having multiple teams working on the different generations of the same project (ala P7 team, P8 team, etc...). So as say the Savage chips roll out from one team, the other team is already designing the follow on gx4 architecture. -Sid