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: Bill Cotter who wrote (8593)	12/29/1997 10:23:00 PM
From: JAG	Read Replies (1) of 14577

In the same market as S3, TRID is interesting but smaller cap. Cash on hand is about 60% of stock price and the Company has no debt and trading at about book value. As you may now TRID just pre-anounced a 30% decrease in revenue. Heavy exposure to Asia, etc. etc. etc. On the small cap software side take a look at Applix (Aplx) and IQSW. Be careful because these stocks are very volitle. Both have strong cash positions, no debt, and leading technologies. The cash on hand with no debt will serve as cushion for the downside. Study the charts to see how quickly they can move up once the action begins, likewise on the downside. I'm staying away from some of the larger better name tech stocks because they still have high valuations. I would be a buyer of LSI Logic at $15 (currently around $19-20). Another interesting stock is Seachange (SEAC) which has taken a big tumble. They have great technology and big growth potential over the long term.

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