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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE) -- Ignore unavailable to you. Want to Upgrade?

To: stock talk who wrote (13307)	7/9/1999 5:44:00 PM
From: Jan A. Van Hummel	Read Replies (2) \| Respond to of 14577

Frank, This IMO is the underlying reason. I don't want to diminish the many good things happening to S3, but the recovery of the semiconductor market has got to be driving it. S3 is still way undervalued, given its intrinsic value. Was their stake in UMC worth $600 million a few weeks ago, if prices are being raised another healthy 20 %, S3's stake ought to add at least another $2s or so a share. I think the market is now finally realizing the inherent value of S3's fab stake for the company. ALSC about doubled over the past 4 weeks. My guess is that once everybody starts jumping on the bandwagon, we may see the 20s before the year is done, especially if earning continue to improve, and they should. JMHO