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

To: stockroach who wrote (11384)	7/2/1998 2:39:00 AM
From: fiberman	Read Replies (1) \| Respond to of 14577

Roachsky, what do you think of: I was talking to one of their competitors very recently. The competition isn't counting these guys out by ANY stretch. Fiberman Hey, I never heard back from you. What happened? Did you run into a 38-24-35 blonde?

To: stockroach who wrote (11384)	7/2/1998 11:13:00 AM
From: Don Earl	Read Replies (1) \| Respond to of 14577

Hi stockroach, Didn't think you were lying. I follow your posts as one of the more informed opinions on the thread. At least in the case of Compaq, I do think you may be over rating the value of customer loyalty. CPQ strikes me as being any mans dog who will hunt with him. I've watched them drop Netscape (their browser partner) in favor of IE and the same kind of shift from Netware to NT. Just a little pressure from Microsoft seems to do the trick. Following the computer ads in the paper, their hardware configurations seem to change on a monthly basis. Pick up a bunch of cheep parts and slap them together ASAP. I'm still having trouble trying to figure how much weight to put behind texture compression and the deal with Microsoft. Microsoft seems to be behind it, but it seems just a little tentative at this stage in the game. If Microsoft gets behind it 100%, and pushes it as the standard, S3 stomps the competition flat with one blow. If it fizzles, then it stays the same old cut throat game of one player taking a temporary lead while the others try to catch up. I think CPQ will do whatever Microsoft tells them to. In some ways, I'm more interested in seeing Compaq introduce consumer desktops with the Savage chip. Also curious to see which way IBM goes. Although OEMs only account for a fourth of S3s business, it does give some pretty good clues on which way the wind is blowing. It looks to me like S3 is getting the bugs worked out of the Savage chip and so far it looks like about the only new chip that is out of the vapor ware stage. I still think it's too early for the folks at ATI to start singing Jingle Bells. Regards, Don