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

To: Stu who wrote (11932)	9/4/1998 3:55:00 PM
From: Michael	Read Replies (1) \| Respond to of 14577

Other than the patents and cash, they do have the investment in the Fab. Since these 3 things are worth more than the stock price, adding in a slightly faster but otherwise non-differentiated graphic chip is not such a bad deal. Plus, they are still the market leader in latops (where pricing pressures aren't as bad) and have about 25% of the desktop market even though ATI has passed them by. They could switch places very quickly. I remember when Hercules was THE graphics company when everyone had monochrome monitors.