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: JAG who wrote (8761)	1/13/1998 2:04:00 PM
From: Mark Chavez	Read Replies (1) of 14577

Looking at another point of view may be valid in this case. I really have to wonder about the 1/3 selling of fab share. Fab value came in well below estimates and timing is questionable considering the current Asian crisis (not exactly buy low/sell high, as least I hope not!). On the horizon includes a couple of bad quarters, inventory writeoffs, and lawsuits. Paying for these things and GJ's salary seems more likely than an acquisition. I can think of an easy 400K savings right off the bat. The conference call shall be interesting to say the least, anybody got a date for that? Mark.

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