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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW)
VSAT 45.94+4.1%Jan 16 9:30 AM EST

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To: Stock Watcher who wrote (26415)2/13/2000 4:08:00 PM
From: TWICK  Read Replies (1) of 52051
 
Re: SIII, once it breaks past 18 is when it's going to get really interesting. This company has a lot of surprises up its sleeve this year. Take a listen to the CEO's interview to get a feel for he's taking it this year. vcall.com

Talking about coming back from the ashes with possibly several spin-off IPO's. Not to mention the alliance with Transmeta. If SIII plays this right, it can easily set the trend in web appliances and be the leader. The Crusoe chip seems to be what is going to make this new revolution explode big time.

Also, here are someone's notes of the recent conference call: Message 12751019

On the chip side, I liked the peace deal SIII made with NVDA. Could possibly mean that there is something else in the works that should benefit both companies. Look at where NVDA is trading. siliconinvestor.com

VIA Technologies has a 15% stake in SIII. VIA vs. INTC article: biz.yahoo.com

Twick
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