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

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

SIII 0.0001000

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May 12 5:00 PM EST

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To: hui zhou who wrote (9135)	6/5/1997 9:57:00 AM
From: Matthew Rome	of 9477

Welcome Trent: Dave and Hui make excellent points in there replies. While the new desktop wins are nice, they are expected and required just to keep S3's core business profitable. What would be far more damaging would be a Laguna or PerMedia design win that steals a major OEM from S3. In the relative short term (3 - 6 months) the important news that will help the stock move back towards $17 will be: 1. 2nd Quarter results better than expectations 2. Strong 2nd Qtr Conf Call that addresses the lingering pricing pressure/margin questions and paints a rosy picture for Q3/Q4 3. Large SonicVibes design wins 4. Large MX mobile design wins 5. Strong 3rd Qtr. On the downside, any of the following could really hurt: 1. Worse than expected 2nd Qtr, continued price wars in Q3/Q4 2. Sluggish PC sales 3. Large OEM design loss(es) to competitiors 4. Intel/Auburn gets their act together Keep watching and enjoy the ride. S3 (Seventeen a Share Someday) or (Seven a Share Soon) What do you think? ;)

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