S3 (Multimedia semi's place 2be) Message Board

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Technology Stocks : S3 (Multimedia semi's place 2be)

SIII 0.0001000

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May 12 5:00 PM EST

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To: rajesh who wrote (7060)	1/20/1997 5:03:00 PM
From: stock talk	of 9477

Rajesh, most important thing I heard so far<Gross Margin=41.44% Need I say more?> NO Oh yea, I told you so.... Subject: S3 (Multimedia semi's place 2be) To: Ricardo Villa (6656 ) From: frank monroe Jan 14 1997 2:27PM EST Reply #6665 of 7067 Take this with a grain of salt- this is a rumor. I repeat a RUMOR. Ricardo, you hit the nail on the head, I wasn't going post this but after your comment, this is what I am hearing: S3 is coming in at estimate for this quarter, don't expect more than than a "few cents" upside surprise, if any. However the good news is they are gaining overall market share as well as "making inroads in the laptop market" the words CHPS and Toshiba were never menition---I have no information on that rumor. S3 has been able to increase margins as talked about in the last conference call. I think you 10% guess may be a little light. I think S3 may have gotten manu. cost down to increase margins(Poss. Fab ??) Last thing I heard was the MM used the chps panic today to drive down S3 to wipsaw before earnings, what else is new. It was a very positive conversation. Don't forget this is just a rumor.

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