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

To: ECAC Hockey who wrote (11426)	7/8/1998 2:40:00 PM
From: JerryP	Read Replies (1) \| Respond to of 14577

Yup! You're right. Remember back when...when there were different operating systems....multiple passenger jet manufacturers....the BIG "5" auto makers. Course, remember back when...there were only 3 TV networks. Someone, hopefully S3, but it could be any competitor, will break loose with a new technology and clean up. I thought it might have been S3 via Faroujda (or is it dja?) or the patent acquisitions. Who knows? It may happen yet. To ALL: Now here's an article of the type for which I've been waiting: headline.gamespot.com A synopsis: S3's ViRGE chip has been vilified as everything from a serious underperformer to evidence of the apocalypse. In truth, it was a decent 2D chip and arrived on the scene before most 3D accelerators. Even so, as a 3D chip, it lacked punch in a big way. Despite products from Matrox, ATI, and other mainstream vendors, S3 only updated the ViRGE in minor ways, leaving industry watchers wondering if one of the pioneers of the graphics accelerator had finally lost it. The Savage3D should calm some of those voices. The Savage3D represents S3's return to the 3D fray. It's an interesting chip with some limitations, but it's also a very strong contender..... I was hard pressed to find the limitations mentioned in the article. But, with news like this, it ought to be worth a .15 to .20 drop in stock price, being the familiar contrarian that this stock is. JP "Onward", George, and upWARD

To: ECAC Hockey who wrote (11426)	7/8/1998 3:02:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 14577

Hi ECAC, < The only time S3 can make decent money is during occasional periods of fab undercapacity and high demand, a short-lived condition that the marketplace will quickly correct.> IMO there is another event coming that will test the limits of the markets current capacity: Y2K. Over the next year and a half the more foresighted businesses will be updating their computer and network systems. Then all of a sudden, after ringing in the new year, all those folks using older machines as word processors find out on Jan 2, 2000 that their machines no longer date things the way they used to. By that time, a sub 1K computer will have at least a 3.2 hard drive, a 400 processor, 64 ram, and I wouldn't be surprised to see modem speeds double again. Most cars will have on board computers. Online shopping will be starting to put a dent in the traffic at the mall. Great aunt Martha will be talking to her niece in LA via her computers video phone. Every kid in the world will be begging mom and dad to buy them the latest 3D game, and the hottest, fastest new chip to run it on. Over capacity is as much a temporary condition as under capacity. If you fish close to the bottom, expect a few snags. Regards, Don