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 Lin who wrote (11016)	5/21/1998 5:21:00 PM
From: Don Earl	Read Replies (1) of 14577

Hi Bill, From what I understand, it's the profit margin on PCs that is down, not units shipped. As much as I dislike Microsoft and their business practices, Windows 98 hits the streets in a few weeks. If my somewhat unreliable memory serves me correctly, Windows 98 will include some of the Direct X code that's related to the licensing deal with S3. With Savage 3D shipping in sample quantities, I don't think there will be any unusual R&D expenses. I believe the conference call mentioned that they would be writing off some depreciation on the Cirrus patents over the next several years, otherwise, all the big write offs took place last quarter. I expect lousy earnings this quarter, but with a major release around the corner, I sincerely doubt it will go below current levels. There's plenty of time between now and earnings for it to bounce around in it's wild assed, 25% trading range. Watching it go up and down is enough to make a person sea sick. May as well play it. Regards, Don

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