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: Synapsid who wrote (10777)	5/1/1998 10:50:00 PM
From: Don Earl	Read Replies (1) of 14577

Hi Synapsid, <If you're cynical you could say if S3 announces this next week the stock will rise again.> Actually, I am feeling kind of cynical right now. As fickle as computer makers are, I don't doubt that there will be plenty of design wins, IF S3 goes to market with a good product at the right price. The part that has me shaking my head is that S3 is probably looking at a loss in the neighborhood of -.35 (give or take a nickel) this quarter. I don't think design wins from IBM and HP will make up for multiple design losses from DELL and CPQ, plus a soft Asian market that accounts for 75% of their business. If revenue is flat with Q1, the loss works out to -.38, assuming vague guidance given in the conference call. These kind of sense free, rumor driven, lemming runs annoy me. "A longer term perspective" works better on momentum stocks that don't loose or gain nearly a third of their value once a week for no reason. It looks more like a short squeeze with a chance to sell a bunch of over priced options. Regards, Don

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