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

To: Don Earl who wrote (11115)	6/7/1998 12:55:00 AM
From: John Nasser	Read Replies (1) \| Respond to of 14577

Don, If S3 was to enter the CPU market, it would need the likes of AMD OR National Semi to help them produce and market such a chip. As for the Expotential Patents. It is very hard to believe that if a competitor could use them to do some damage, Intel or anybody else would have provented the patents getting out of their hands. But, I've been wrong before... As for the Foundry in Taiwan... From what I've been hearing and reading, it looks pretty ugly. This quarter should be real tough. Hopefully, Savage3d will put us in the black for Q4. Does anyone think Savage can actually help us out for Q3???? John Nasser PS: TRIO3d and MX had some design wins early in the quarter but not sure if its enough.

To: Don Earl who wrote (11115)	6/7/1998 4:15:00 PM
From: spotter	Read Replies (1) \| Respond to of 14577

> When one of the ANALysts on the conference call asked if they > had plans to reverse engineer a merced chip, their response > was "no comment". They'd be fools to try to compete in the microprocessor arena. I'd bet the question came in the middle of a string of questions concerning what they were planning to do with the patents... Q: Did you ever stay all night with this man in New York? A: I refuse to answer that question. Q: Did you ever stay all night with this man in Chicago? A: I refuse to answer that question. Q: Did you ever stay all night with this man in Miami? A: No.