S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

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May 12 5:00 PM EST

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To: Calvin Scott who wrote (9041)	1/28/1998 11:08:00 AM
From: Phil Fischer	of 14577

New fabs are popping up but the fact remains that Siii 24% Fab share produced over 12 million in profits last qtr (compared to 7 million in the previous qtr) and the fab is still ramping up. The fab is the best thing Siii has done in a while. I guess one could argue that if they had taken that money at the time they invested it in the Fab and put it in R&D they would be better off today. However, the Fab has produced an excellent return on investment. Phil

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