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

To: Bert Kuo who wrote (11826)	8/25/1998 6:16:00 AM
From: mark doubiago	Read Replies (2) \| Respond to of 14577

Nitro 3200 Savage3D board from STB: From the STB conference call. The Nitro 3200 has OEM wins and will be out this quarter, though they are waiting for the OEMs to announce. There it is, more reports of OEM wins for Savage3D. I don't know if these are the same as the ones that S3 has alluded too or not. 78% of STB's business is with Gateway (30%), Dell (30%), Compaq & IBM (18%) so it looks like the 3200 will go into one or more of these. I have heard a rumour about a OEM win at Gateway and it could be this 3200 board. I am seeing a lot of adds from the big OEMs with STB products and it looks like ATI may be losing some business. ATI is STB's main competitor and in the conference call they said that ATI would lose business if their newest chip is late, which it reportedly is. I recently took a position in STB (STBI) after having missed a couple of great opportunities over the last 2 years. They are starting to move back up and the conference call was very positive. I believe they are going to sell a lot of Savage chips and help shift S3's large trade imbalance back to the domestic market from the far east. Things are looking up and S3 is coming back. For those interested in the STB conference call notes, see: jps.net DISCLAIMER: this is for information purposes only and not meant to be used as a basis for investing in this stock or any others, these are my opinions and rumours.

To: Bert Kuo who wrote (11826)	8/25/1998 9:17:00 PM
From: Synapsid	Respond to of 14577

According to their own statements, Trident "repositioned" the 975 AGP chip for the low-end market in early 1998 (the word "dumping" comes to mind), probably because they got the worst bugs worked out by then, and may have shipped more AGP product than S3 in the first half of the year. However, I think their desktop market share is rapidly fading away, with S3 (as well as SiS) capturing volume contracts for AGP product at some accounts. I wonder whether Trident will remain in desktop graphics at all. As for 3D perfomance of the Trident chips, probably GX2/Trio3D level but buggier and unusable for games. The SiS 6236 product is in the same league as the Trio3D, perhaps a little better.