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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: Mighty Mizzou who wrote (14533)9/20/2000 2:28:11 PM
From: Calvin Scott   of 14577
 
MM (did you do that on purpose?),

I was a little off yesterday. This is such a frustrating company and after following it for these past 3 1/2 years it seems like the same trends keep repeating themselves.

I think, and hope, that KP is thinking revenue.....and lots of it.

All the "good" news has to translate to revenue. No if ands or but(t)s...

The small investors as well as the large are certainly waiting on the sidelines for some good positive financial results. All the good news in the world is meaningless unless it translates back to revenue and profits.

I just do not see any in the near term. Like I said before, the UMC investment has been counted already and I believe the VIA deal, although not consummated, has already been counted as well.

Where does that leave us? Waiting......for revenue...profit...good execution of KP's strategy. I believe it will be a long time coming....perhaps as much as 18 to 24 months before any of the "good news" becomes $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

Calvin Scott
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