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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: stockroach who wrote (11130)6/9/1998 5:17:00 PM
From: Dave O.  Read Replies (1) of 14577
 
< Are you taking over for Leo who was the last S3 cheerleader. If the Savage does not get some market share back S3 will use up its cash and start to sell more of the fab .. >

Greg,

I'm on the sidelines like you. I like your "Leo" comment! I expect the current quarter may force S3 to perhaps sell a bit more of the fab investment. This quarter should be a bit bloodier than last. If the next CC can begin to focus on things turning around financially with Savage and some real design wins then I think it might be time to perhaps start buying.

Dave
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