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: Jan A. Van Hummel who wrote (8115)	11/26/1997 7:22:00 PM
From: stockroach	Read Replies (3) of 14577

Jan, I believe that the GX3 will not be shiping until april/May timeframe. Just because S3 will have production available does not mean they will see revenue. Boxmakers design cycle will be for 2nd half of 98. Volume shipments will be in late July - early August so the first real impact for the bottom line will be for the 3rd quarter. After getting burned by S3 I don't think many analysts are going to stick their neck out and recomend the stock especially after the next 3 quarters of probable losses ( just guessing here). I agree with you that it won't take much for S3 to get back to $8 but when is the question. The fab going public and design wins will help but with the volitility in techs now, Asia being 70% of their business I am not sure all the bad news is out or if we have seen the bottom yet. Stockroach

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