Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stock talk who wrote (12514)	1/2/1999 12:20:00 PM
From: stockroach	Read Replies (1) \| Respond to of 14577

Happy New Year Frank, I come away with a different take on that article. What I read is that the"Demise of independent graphic card companies" means that companies such as Hercules will have a tough time competing because there are less chip companies (like S3) to choose from. I believe what they are talking about are companies that build boards only and do not have their own IP (such as STB and Hercules). As far as integration goes we will have to wait and see. Cyrix has had a product out for a long time with very limited success. Intel has been trying for years to integrate modem functions in the CPU's and now they want to do sound and graphics. Like I said in my previous post I believe that product will be in the low end systems. As processor speed increases so does the requirements of the OS and other software. I agree that within the next 3-5 years multimedia CPU's will be common but I believe that graphics companies that have their own board manufacturing will be around for quite a while. In any case if S3 designs this chip on a chip they will be competing with Intel, Cyrix and other established CPU companies. Could be a tough for them to compete even with the Intel relationship. As far as you being detained, sorry to hear that and I hope everything worked out. It's your timing that is the issue then. Anyway Good luck. stockroach