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

To: Ram Seetharaman who wrote (13320)	7/11/1999 10:40:00 PM
From: Herc	Respond to of 14577

A competitor, Neomagic (NMGC), jumped 25% on Friday on 6 x average volume. Tokyo Joe's Investment Advisor put out a buy recommendation on it on Friday.

To: Ram Seetharaman who wrote (13320)	7/12/1999 4:38:00 AM
From: SEAN MUDGETT	Read Replies (1) \| Respond to of 14577

Still like SIII, but would rather buy DIMD. At 5 3/4 I will effectively be buying SIII for 11 1/2. The discount must reflect the risk of the deal falling apart. Posiive news and stock price in SIII will insure that DIMD holders see this as their best alternative. Holding till Oct is only three months, by then the discount will evaporate, DIMD will enjoy SIIIs run, and lets not forget that as the price of DIMD increases it becomes more and more marginable. STOCK TALK great article (post 13307 elect buyers) do you think that this was responsible for fridays run or that with volume of 3.7m and almost no news that someone has info that is not in the hands of the public?