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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 (7359)1/22/1997 8:47:00 PM
From: Dave O.   of 9477
 
Matt,

Re: Your post on INTC threat etc.

I too share that concern and feel the potential risk increases as we go forward in time. I think just the presence of INTC and the possibility that they might pursue something will be a dark cloud hanging over SIII. This alone can be enough to keep the stock at a lower P/E than it might deserve. I'm curious as to why others, who feel this might be a $25-30 stock, may not be as concerned with INTC longer term. BTW, yesterday Sandy O. told me that INTC had initiated projects in the past with 3D. Obviously, they didn't get where they wanted too.

Dave
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