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

To: James Parker who wrote (11166)6/10/1998 2:56:00 PM
From: Synapsid  Read Replies (2) | Respond to of 14577
 
James, you are completely right about IBM using S3 in their 300PL line. However, this is perhaps 20% (very wild and optimistic estimate) of the business PCs that they are selling. HP is 80% ATI now, used to be 90% S3 only half a year or so ago. Likewise, Compaq has gone from S3-dominated to 100% ATI. The good thing about it is that at least one major OEM is still an S3 customer going forward, but in terms of actual revenues it is of very limited significance.



To: James Parker who wrote (11166)6/10/1998 4:10:00 PM
From: Michael  Read Replies (1) | Respond to of 14577
 
IBM is not a new customer to S3. They have used S3 products for years. Even the model you are posting information about is months old. I think this is reflected in the stock price already.


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