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

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

SIII 0.0001000

0.0%

May 12 5:00 PM EST

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To: RICK SCHINZEL who wrote (7127)	1/20/1997 10:25:00 PM
From: Christopher Scheuer	of 9477

I was especialy encouraged by the estimate for 5% sequential growth in revenue out to Q1. Remember that Intel is expecting flat revenue, so S3 is outdoing INTC in sequential growth and that is amazing! Second, I was very enoucuraged by the general analyst "mood" as most included a "Great job" preface to their questions. I expect Rob Chaplinsky at H&Q will upgrade his opinion to "strong buy" from "buy"..tomorrow.I was a little disappointed by the lack of input by Drew Peck at Cowen, since this is the most important sell-side analyst covering the stock. All in all though I left the call feeling very positive about the direction of SIII and I feel that the volatility will now start to work for us on the upside. I expect $20 tomorrow and $25 by 1stQ earnings in April. Chris

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