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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: JerryP who wrote (12365)12/12/1998 4:30:00 AM
From: Don Earl  Read Replies (2) of 14577
 
Hi Jerry,

If you get really bored there's always the Yahoo thread: quote.yahoo.com The content ranges from well informed to wishful thinking and hype.....but.....for pure entertainment value it's pretty hard to beat. Lots of posts.

For now, I think SIII is pretty much dead money until earnings. Zacks has the consensus at -.32, which I think they can beat by 5 or 10 cents. I suspect whisper numbers are already built into the price, since the company already said they thought they could beat estimates.

S3 has their new drivers available for download and beta testing off their website. A review I saw posted on the Yahoo site gave high marks to the new drivers, although the boards currently shipping have the buggy drivers that have given Savage such a bad name. I wouldn't be surprised to see Dell, Compaq and IBM wins start popping up once the new drivers are shipping. I don't know what kind of executive decision allowed the chip to go to market so far ahead of a stable, usable product, but it sure did screw up revenue for the last 2 quarters.

The way the Dow has been trading up and down in almost perfect 6 month cycles, I'm about tempted to try my luck trading index options. It's like riding a damn roller coaster with everyone cheering on the way up and screaming their heads off when it goes over the top.

Regards,

Don
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