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Technology Stocks : S3 (Multimedia semi's place 2be)
SIII 0.00010000.0%May 12 5:00 PM EST

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To: stockroach who wrote (6785)1/16/1997 2:14:00 PM
From: xiang chen   of 9477
 
To all: just my one cent comments:
look at stock moving after earning reports:
CHPS -5 INTC -5 they beat estimation
XLNX +4 ATML +4(almost) they just meet estimation
SUNW +2 they beat estimation

why? i realize XLNX said the next qt traditionally is
their best one. so they up. atml plays in same field
as xlnx so it also rises. sunw also mentioned their
growth in future(new products, increased market shares,etc.) so it rises.
on the other hand, both chps and intc mentioned their
flat and tough qt ahead, so they made free fall because
street thought they would not make good earning again.

now we can see that the most important is that siii must
point out their ability to continue to grow in the coming
qt.
however,i think basically, siii, like chps, should be
related with pc business so they basically in the same
pool as intc. if intc predict they will be flat, who the
hell will order more graphic chips ? so the only thing
siii can do to make sure growing further is eating more chps or others' market meal. so what will form the base
for us to think siii could do it ? if we can't figure
out this question, we better sell siii before market close
on jan 20. any comments, please !
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