S3 (Multimedia semi's place 2be) Message Board

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Technology Stocks : S3 (Multimedia semi's place 2be)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

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To: Leo Francis who wrote (9441)	8/20/1997 1:21:00 PM
From: JerryP	of 9477

Leo, "Henry, I am long SIII because of the tremendous upside in the fundamentals based on an increasingly close relationship with CPQ, and SIII's expansion of their product line, coupled to the growing market. I also like SIII as they are the world's low cost manufacturer in their business sector. Next, we have the Fab valuation, which is gravy if it is as valuable as some believe. Then, we have a dynamic where CPQ is increasing its efficiencies by implementing a vertical integration strategy. In addition, we have all major PC manufacturers striving to rely less on Intel. CPQ is not done making aquisitions. They have cash, and a great currency with their stock. SIII is a great investment with or without a takeover. And I think SIII is cheap at $25 per share, and I expect others believe it also." Can you or someone tell me where I can buy a WallStreetSpeak dictionary? Thanks, JP

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