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

To: Michael who wrote (11890)	9/1/1998 10:50:00 PM
From: stockroach	Read Replies (1) \| Respond to of 14577

Michael, I am not tooting this stocks horn at all, but I disagree with some of your cons 1) No OEM design wins, Savage around long enough for this to happen. Not true, OEM's have 2 cycles- JAN - FEB and Summer. This past summer the chipset was not ready, it will be for the Jan. time frame. Second S3 has to wait for the OEM's to announce. We might see announcements late Q3 or Q4 for shipments in 99. I have explained this before. You do not understand the OEM market. 2)Big Board design wins - I thought I saw STB and DIamond sign up. Those are big board design wins. The rest I would agree with. You can add Competitive market - with Intel in there. To many good chips Stockroach