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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)
SIII 0.00010000.0%May 12 5:00 PM EST
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To: Bill Lin who wrote (11107)6/5/1998 3:58:00 PM
From: Don Earl  Read Replies (1) of 14577
 
Hi Bill,

It appears there have been some downgrades in earnings for this Q. Zacks has gone from -.14 a few weeks ago to -.21. They are also showing -.49 for FY98. Unfortunately Wall Street puts a great deal of faith in what the ANALysts think. I can't argue with the reasoning for downgrades for this Q but the way S3 has been cutting costs, a few solid design wins with the Savage chip could easily put them in the black for the year.

In spite of what they ANALysts have been saying about a slow down in demand for PCs, the economic statistics don't support their theory. Growth in electronics (including PCs and laptops) has been rock solid this quarter. As close as I can tell S3 enjoys their best profit margins from their chips for portables. Since laptops is the area where S3 has gotten the majority of their recent design wins, things may not be as bad as the ANALysts would have us believe.

I'm still a buyer at these levels. I'm up to 8K shares at present and will increase my position by an additional 50% if the price continues to drop.

Wouldn't it be funny if S3 took the patents they have been buying for the last year and beat INTC to market with a merced chip?

Regards,

Don
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