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

To: Don Earl who wrote (11894)	9/2/1998 11:35:00 AM
From: stockroach	Read Replies (3) \| Respond to of 14577

Don, Or maybe they know something. What bothers me most about the potential with S3 is this is a very competitive market. Basically S3 fumbled the ball and lost all the OEM business it had. In order to displace the current vendor S3 will have to have not only good technology but a very low price in order to get the OEM to switch. It cost money for a Dell, Gateway, Compaq and others to switch to a different supplier. So with that said even if they land a OEM will S3 just be buying the business to get their feet back in the door. If that is the case you can add another 6 months of very low profits if any. stockroach