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

To: patrick tang who wrote (11916)	9/3/1998 6:09:00 PM
From: Calvin Scott	Respond to of 14577

Seems to me that: >>Power of 0.25um vs 0.35um. SIII has stake in USC and can get the first 0.25um wafers, the others have to wait in line.<< I agree with your statement above. Question for everyone....does anyone think and/or believe that the mobile version of Savage will be .18 architecture? If not does anyone have any idea when? Calvin Scott

To: patrick tang who wrote (11916)	9/3/1998 6:14:00 PM
From: Synapsid	Respond to of 14577

That's a good point. In fact, ATI used S3-co-owned USC for its ATI Rage Pro ramp up last year. UMC (USC) has supposedly been running at 90% capacity compared to 60% at TSMC in the past few months (not accurate information, but I have read something along these lines). ATI may be one big reason for that (graphics chip have relatively large die size and high volume). If ATI has to wait in line at USC to get their new Rage 128 chips into production (yes, they are 0.25 micron), then they might difficulties or at least have to pay a significant premium.