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

To: Don Earl who wrote (12492)	12/30/1998 10:59:00 AM
From: Calvin Scott	Read Replies (2) \| Respond to of 14577

>>I wonder if there really are people in the world that honestly believe Intel is going to buy S3? Intel just signed a deal that lets them have all S3s patents without spending a dime. Why would they want to buy the company even if there was a chance in hell it would get past the FTC? Don, I seem to recall a posting by Frank in regards to a deal between S3 and Intel that would take Intel out of the graphics market in exchange for technology/patents that S3 possessed. Frank, what is your take on all of this? It seems to me that you hit the nail on the head on this one. I hope you picked up a lot of the $2 stuff that was trading a few months ago!!?? Calvin Scott

To: Don Earl who wrote (12492)	12/30/1998 2:13:00 PM
From: JerryP	Read Replies (1) \| Respond to of 14577

Don, I've seen a couple "glowers". Interesting comment in their conclusion: "With rumors of a low cost "Savage2" accelerator running at 150MHz and supporting up to 32MB of on board ram to debut in early March, Hercules is well positioned to take advantage of and dominate the "under $125" video accelerator market in 1999." Also, throughout the article, references were made to "Hercules" in relation to drivers. Who is responsible for what? Huh? Re: Y2K Why would there be a lot of hardware sales. Almost everything since '94 is compliant. Most PC users' software will work. The impact is going to be in mission critical hardware/software. If I was wearing a pacemaker, I'd be demanding, not only a compliance statement, but all the backup documents regarding Y2K compliance from EVERYBODY! The manufacturer, the manufacturer's suppliers, the hospital that installed it, the doctor's, the nurses, the bedpans..... Business world and especially financial institutions are the going to be the hardest hit. But again, it's primarily software, though there are, I'm sure, 20 year-old computers out there that some scrooge is trying to squeeze that last electron from. One of our clients, a $100 Million ag firm, has decided to not use us to make compliant a package they had developed in-house 15 years ago. The owner said his nephew was going to do it. I'm wondering if the nephew will still be in the owner's will come Jan of 2000 and if he is, will it be money that he's inheriting? but all that aside, the big impact will fall somewhere in between: 1)Nothing will happen, and 2)The Earth will vaporize. I have a cousin that subscribes to the latter opinion. S3 :=> Intel I don't need anymore bridges, but I would like to know the basis for your statement that: Intel just signed a deal that lets them have all S3s patents without spending a dime. Do you really mean ALL and A DIME? And, are you postulating the S3 is getting nothing out of the deal, except a greaseless screwing? JP O&U

To: Don Earl who wrote (12492)	12/30/1998 2:22:00 PM
From: stock talk	Respond to of 14577

Don, your a smart man, I buy into your pet theory. I know I have been thinking of doing exactly that and I guess I'm not the only who has been thing of that. Just in the for the S3/Intel deal to start making us some money:-) <my own pet theory is that any company that has anything at all to do with computers is going to be reporting revenue that blows even the most optimistic estimates clear out of the water. My PC was a reasonably fast machine a year or so ago when I got it. Today, you'd probably have a hard time getting me to admit to it's processor speed, ram, storage, etc. I plan to replace it when we get a little closer to Y2K and I suspect there may be quite a few people that are thinking along the same lines. That's just the regular retail customers, then you have all the doctors, hospitals, lawyers, real estate offices, stores,warehouses, manufacturers and so forth. Not just here in the US, but all over the whole damn planet. There's going to be a whole lot of hardware, software and PCs sold in the next two years.>