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Technology Stocks : 3D Labs -- Ignore unavailable to you. Want to Upgrade?

To: fiberman who wrote (748)	8/25/1998 11:41:00 AM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 1010

fiberman, First of all, I think the Savage 3D is a great chip. I think it makes S3's stock, at its current price, an interesting investment opportunity. If the Savage 3D can compete against the G200 in the $130 price range, S3 stock could go from $5 to $20. Second, the P3 will be a much higher end chip than the Savage 3D. While it should be great for gaming, I believe that it will mainly be designed into Windows NT workstations. Finally, I don't follow ATI. I know that their Rage Pro card has a majority OEM market share, and they just won a 15 million unit deal with GI for set top boxes. They are doing great, but there is little talk about their next generation chip. I have no idea if they are looking to buy anybody out. Here is an update on P3 info: 3dlabs.dimension3d.com Notice the talk of P3 available this fall? That would be nice. I still don't think that STM can build it. Pravin.