S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

SIII 0.0001000

0.0%

May 12 5:00 PM EST

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To: mark doubiago who wrote (8772)	1/12/1998 6:12:00 PM
From: slob	Read Replies (1) of 14577

Mark, I see a lot of similarities between OPTI in 95 and SIII in 97. It seems to me that all of those calling for a re-bound need to study what happens to Hot PC-Centeric chip suppliers when they loose that Killer Socket. OPTI has stayed below BV for over two years and has even traded at below cash value on occasions. For me to get interested in SIII I need to see this company in position for a quick "one/two" punch sequence of hot products. Today we have the Audio controller (a market where even leader like ESST are finding it difficult) and some old video 2D products. I know how difficult it is to turn your back on value with all the smoke and mirrors marketing hype that surrounds hot stocks it is nice to know that this company has cash in the bank. The problem is that "semi company managers" only know about semiconductors so they almost always vote to keep playing the game, especially when it is your money that they are playing with. What happens is that you get a whole series of dud products and "over here / NO No over there" strategies. What I like to do is : Value the company at BV and than either add or substract from the value based on my opinion of managements strategy and their ability to execute this strategy. One of the things that is often forgoten is that SIII most valuable assets are its engineers. To keep them high tech companies engage in Stock Options games, they make it difficult for engineers to leave by giving them $100K's worth of stock options. This is a two edged sword because it only has a value when the stock price keeps increasing. Once the price drops like a brick they are free to look for better bets and many do. Anyway just my thoughts Slob

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