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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: Matthew Rome who wrote (7320)1/22/1997 3:23:00 PM
From: Niels Larsen   of 9477
 
Matthew R,

The best news for S3 I can think of is the disappearance of the
perceived Intel-threat a year from now. This I think is why we
see graphics stocks depressed. Perhaps TRID is doing better
because they are strong in asia (someone said) where they will
keep 486 and Pentiums longer. Buyers always look for the future,
whereas even the greatest earnings dont guarantee the future. So
the best thing we could do is to get magazines to pick up this
subject, so these analyst youngsters with too much power will
get a correct input, because many of them are getting it from
the street literature when they drink coffee.

Niels L

PS - I am not suggesting that there IS an Intel threat, I am
not at all qualified to judge this. I have also seen earlier
posts from some who sound like they are, dismissing this threat.
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