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

To: stockroach who wrote (11519)	7/16/1998 5:47:00 PM
From: Ski	Read Replies (4) \| Respond to of 14577

Bill, Fear Intel. They are a monopoly with endless cash. They can change the rules to suit themselves. Look at math coprocessors. Whoops, you can't, can you? Look at chip sets, well, look at what's left anyway. Intel is that big black disc in the sky coming at you during your Independence Day. The Borg are weenies compared to these guys. With stock options, Intel is also able to attract and retain highly competent engineers. Did I mention the world's best fabs? How about those i740 pricing rumors out of Taiwan? These guys are coming like the Black Death. If the U.S. Federal Government wants to sit on its ass, it will let Intel obliterate yet another competitive industry with Intel's anti-competitive pricing, changing of industry standards into Intel standards, and bundled pricing (which just might happen overseas). Anybody want to do a calculation of what the stock market values of S3, Cirrus, C&T, Creative, Diamond, and Trident were before Intel entered the graphics business vs. now? Think somebody in the Federal Government has a calculator? When the Black Death happened in the late 1300s, the Western World suffered roughly a 50% population drop during that 40-50 year rampage. Doctors refused to see their patients and headed for the hills. Entire towns were abandoned as only a few residents were left. Legal and power structures broke down and chaos reigned in the countrysides. Feudal battles raged for the scraps. Be afraid. Ski Whew, what a mood I'm in! What was the name of the devil in Twin Peaks? I sense an Ahab experience coming...

To: stockroach who wrote (11519)	7/16/1998 5:50:00 PM
From: Bill Lin	Respond to of 14577

Not sure what you meant about Graphics being more dynamic than DRAM. I think people may not be as price sensitive, but I think people really are price sensitive about graphics boards. The STB nvidia board I have is just as fast as the Virge board in my brother's computer. Or the other way around. I mean I'm not happy that I paid $125 vs his $35. Most of my applications is office stuff. I rarely play games. I still think TDFX should buy S3 because of the 2D component that S3 provides, and all those patents. and the USC fab. The total technology may not be compatible, but Segmentation of Offshore and Domestic, and HIgh end and Mid range products is there with the combination. PSR ... Maybe I should say forward looking PSR, not backward. I'm just still sitting on my "long term" purchase of S3. I'm more worried about company and industry fundamentals than the stock price. I just don't want to go through another "October" again. brrr... BL

To: stockroach who wrote (11519)	7/16/1998 6:49:00 PM
From: Javelyn Bjoli	Respond to of 14577

Maybe Intel would be smart to trade the "standalone" 740 business for the patents. They would get patent clearance on the Merced, plus it would help get them out of the way of the Justice Dept. It gives them time to work out a deal with Justice that allows them to integrate video into the CPU or CPU module. Meanwhile they avoid problems with shipping their currently planned products. If they are going to integrate video onto the CPU anyway, then trading an obsolete standalone chip for something key to their future does not sound like a bad trade. Then again, maybe S3 is just trying to force Intel to buy them out?